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

Johnson Bixby & 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	$951K	Sell	1,273 -6	-0.5%	-$4.35K	0.11%	57
2026 Q1	$832K	Sell	1,279 -16	-1%	-$10.9K	0.1%	59
2025 Q4	$883K	Buy	1,295 +114	+10%	+$77.1K	0.11%	58
2025 Q3	$787K	Hold	1,181	–	–	0.1%	57
2025 Q2	$730K	Sell	1,181 -47	-4%	-$26.9K	0.1%	56
2025 Q1	$687K	Buy	1,228 +714	+139%	+$420K	0.1%	54
2024 Q4	$301K	Buy	514 +4	+0.8%	+$2.36K	0.05%	90
2024 Q3	$292K	Buy	510 +30	+6%	+$16.6K	0.04%	94
2024 Q2	$261K	Buy	480 +70	+17%	+$36.6K	0.04%	95
2024 Q1	$215K	Buy	+410	New	+$204K	0.04%	104

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

Johnson Bixby & Associates's SPY Position: Q2 2026 in Review

Johnson Bixby & Associates reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.47% in Q2 2026, selling an estimated $4.35K and leaving 1,273 shares worth $951K. The position accounts for 0.11% of the portfolio, ranked #57.

Johnson Bixby & Associates first reported a position in SPY in Q1 2024 and has held it in 10 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Johnson Bixby & Associates held 1,273 shares of State Street SPDR S&P 500 ETF Trust worth $951K as of Q2 2026.
Johnson Bixby & Associates sold 6 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $4.35K.
State Street SPDR S&P 500 ETF Trust made up 0.11% of Johnson Bixby & Associates's portfolio in Q2 2026, its #57 holding.
Johnson Bixby & Associates first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 10 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.