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 Q2	$546K	Buy	731 +107	+17%	+$77.6K	0.22%	81
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 New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jim Saulnier & Associates's SPY Position: Q2 2026 in Review

Jim Saulnier & Associates increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 17% in Q2 2026, buying an estimated $77.6K and bringing the position to 731 shares worth $546K. The position accounts for 0.22% of the portfolio, ranked #81.

Jim Saulnier & Associates first reported a position in SPY in Q3 2025 and has held it in 4 quarters since. 4,654 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Jim Saulnier & Associates held 731 shares of State Street SPDR S&P 500 ETF Trust worth $546K as of Q2 2026.
Jim Saulnier & Associates bought 107 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $77.6K.
State Street SPDR S&P 500 ETF Trust made up 0.22% of Jim Saulnier & Associates's portfolio in Q2 2026, its #81 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 4 quarters since.
4,654 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.