Jessup Wealth Management
SPY icon

Jessup Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Jessup Wealth Management’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.56M Sell
2,043
-38
-2% -$28.9K 0.33% 30
2026
Q2 		$1.55M Sell
2,081
-42
-2% -$30.4K 0.46% 33
2026
Q1 		$1.38M Buy
2,123
+2
+0.1% +$1.36K 0.5% 30
2025
Q4 		$1.45M Buy
2,121
+483
+29% +$326K 0.48% 35
2025
Q3 		$1.09M Sell
1,638
-11
-0.7% -$7.05K 0.41% 34
2025
Q2 		$1.02M Sell
1,649
-54
-3% -$30.9K 0.41% 37
2025
Q1 		$952K Buy
1,703
+17
+1% +$10K 0.4% 36
2024
Q4 		$988K Sell
1,686
-12
-0.7% -$7.07K 0.42% 34
2024
Q3 		$974K Sell
1,698
-19
-1% -$10.5K 0.45% 31
2024
Q2 		$934K Hold
1,717
– – 0.4% 36
2024
Q1 		$898K Sell
1,717
-6
-0.3% -$2.99K 0.38% 38
2023
Q4 		$819K Buy
1,723
+8
+0.5% +$3.56K 0.41% 32
2023
Q3 		$733K Buy
1,715
+25
+1% +$11.1K 0.42% 36
2023
Q2 		$749K Buy
1,690
+9
+0.5% +$3.78K 0.4% 37
2023
Q1 		$688K Buy
1,681
+1
+0.1% +$399 0.41% 39
2022
Q4 		$642K Buy
+1,680
New +$646K 0.41% 39

Other funds holding SPY

National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Jessup Wealth Management's SPY Position: Q3 2026 in Review

Jessup Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.8% in Q3 2026, selling an estimated $28.9K and leaving 2,043 shares worth $1.56M. The position accounts for 0.33% of the portfolio, ranked #30.

Jessup Wealth Management first reported a position in SPY in Q4 2022 and has held it in 16 quarters since. 2,019 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Jessup Wealth Management held 2,043 shares of State Street SPDR S&P 500 ETF Trust worth $1.56M as of Q3 2026.
  • Jessup Wealth Management sold 38 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $28.9K.
  • State Street SPDR S&P 500 ETF Trust made up 0.33% of Jessup Wealth Management's portfolio in Q3 2026, its #30 holding.
  • Jessup Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 16 quarters since.
  • 2,019 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Jessup Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.