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

Johnson & White 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 Q2	$1.17M	Buy	1,567 +1	+0.1%	+$725	0.44%	52
2026 Q1	$1.02M	Sell	1,566 -102	-6%	-$69.3K	0.43%	48
2025 Q4	$1.14M	Sell	1,668 -112	-6%	-$75.7K	0.5%	44
2025 Q3	$1.19M	Buy	1,780 +1	+0.1%	+$641	0.54%	41
2025 Q2	$1.1M	Sell	1,779 -95	-5%	-$54.3K	0.55%	41
2025 Q1	$1.05M	Buy	1,874 +1	+0.1%	+$588	0.59%	40
2024 Q4	$1.09M	Buy	1,873 +216	+13%	+$127K	0.66%	35
2024 Q3	$951K	Hold	1,657	–	–	0.82%	27
2024 Q2	$902K	Hold	1,657	–	–	0.86%	26
2024 Q1	$867K	Buy	1,657 +8	+0.5%	+$3.98K	0.63%	40
2023 Q4	$784K	Buy	1,649 +133	+9%	+$59.2K	0.65%	39
2023 Q3	$648K	Hold	1,516	–	–	0.59%	44
2023 Q2	$672K	Hold	1,516	–	–	0.92%	23
2023 Q1	$621K	Buy	+1,516	New	+$605K	0.55%	45
2022 Q4	–	Sell	-1,515	Closed	-$541K	–	121
2022 Q3	$541K	Buy	+1,515	New	+$602K	0.61%	40

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 & White Wealth Management's SPY Position: Q2 2026 in Review

Johnson & White Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.06% in Q2 2026, buying an estimated $725 and bringing the position to 1,567 shares worth $1.17M. The position accounts for 0.44% of the portfolio, ranked #52.

Johnson & White Wealth Management first reported a position in SPY in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.19M in Q3 2025. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Johnson & White Wealth Management held 1,567 shares of State Street SPDR S&P 500 ETF Trust worth $1.17M as of Q2 2026.
Johnson & White Wealth Management bought 1 State Street SPDR S&P 500 ETF Trust share in Q2 2026, an estimated $725.
State Street SPDR S&P 500 ETF Trust made up 0.44% of Johnson & White Wealth Management's portfolio in Q2 2026, its #52 holding.
Johnson & White Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2022 and has held it in 15 quarters since.
Johnson & White Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.19M in Q3 2025.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.