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Jim Saulnier & Associates’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Jim Saulnier & Associates’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
Q1 		$406K Sell
624
-16
-3% -$10.9K 0.2% 91
2025
Q4 		$436K Buy
640
+132
+26% +$89.2K 0.23% 87
2025
Q3 		$338K Buy
+508
New +$326K 0.19% 97

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jim Saulnier & Associates's SPY Position: Q1 2026 in Review

Jim Saulnier & Associates reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.5% in Q1 2026, selling an estimated $10.9K and leaving 624 shares worth $406K. The position accounts for 0.2% of the portfolio, ranked #91.

Jim Saulnier & Associates first reported a position in SPY in Q3 2025 and has held it in 3 quarters since. The position peaked at $436K in Q4 2025. 4,556 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Jim Saulnier & Associates held 624 shares of State Street SPDR S&P 500 ETF Trust worth $406K as of Q1 2026.
  • Jim Saulnier & Associates sold 16 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $10.9K.
  • State Street SPDR S&P 500 ETF Trust made up 0.2% of Jim Saulnier & Associates's portfolio in Q1 2026, its #91 holding.
  • Jim Saulnier & Associates first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2025 and has held it in 3 quarters since.
  • Jim Saulnier & Associates's State Street SPDR S&P 500 ETF Trust position peaked at $436K in Q4 2025.
  • 4,556 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.