Journey Advisory Group
SPY icon

Journey Advisory Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Journey Advisory Group’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 		$5.77M Sell
7,568
-154
-2% -$117K 0.43% 65
2026
Q2 		$5.77M Sell
7,722
-536
-6% -$389K 0.44% 65
2026
Q1 		$5.37M Sell
8,258
-537
-6% -$365K 0.46% 62
2025
Q4 		$5.98M Buy
8,795
+235
+3% +$159K 0.5% 57
2025
Q3 		$5.7M Sell
8,560
-58
-0.7% -$37.2K 0.42% 62
2025
Q2 		$5.32M Sell
8,618
-30
-0.3% -$17.1K 0.41% 62
2025
Q1 		$4.84M Sell
8,648
-303
-3% -$178K 0.4% 65
2024
Q4 		$4.87M Hold
8,951
– – 0.58% 47
2024
Q3 		$4.87M Buy
8,951
+110
+1% +$60.8K 0.58% 47
2024
Q2 		$4.81M Sell
8,841
-342
-4% -$179K 0.58% 48
2024
Q1 		$4.8M Sell
9,183
-164
-2% -$81.6K 0.59% 47
2023
Q4 		$4.44M Sell
9,347
-54
-0.6% -$24.1K 0.6% 48
2023
Q3 		$4.02M Sell
9,401
-294
-3% -$131K 0.6% 48
2023
Q2 		$4.3M Sell
9,695
-1,993
-17% -$836K 0.64% 48
2023
Q1 		$4.79M Sell
11,688
-1,196
-9% -$477K 0.75% 38
2022
Q4 		$4.93M Sell
12,884
-2,677
-17% -$1.03M 1.23% 19
2022
Q3 		$5.56M Sell
15,561
-632
-4% -$251K 1.42% 15
2022
Q2 		$6.65M Sell
16,193
-1,557
-9% -$638K 1.53% 13
2022
Q1 		$8.02M Sell
17,750
-1,148
-6% -$511K 2.03% 9
2021
Q4 		$8.98M Buy
18,898
+75
+0.4% +$34.4K 2.48% 8
2021
Q3 		$8.08M Sell
18,823
-710
-4% -$313K 2.62% 8
2021
Q2 		$8.36M Buy
19,533
+5
+0% +$2.09K 2.66% 6
2021
Q1 		$7.74M Buy
19,528
+260
+1% +$100K 2.71% 6
2020
Q4 		$7.2M Buy
+19,268
New +$6.84M 2.69% 5

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Journey Advisory Group's SPY Position: Q3 2026 in Review

Journey Advisory Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2% in Q3 2026, selling an estimated $117K and leaving 7,568 shares worth $5.77M. The position accounts for 0.43% of the portfolio, ranked #65.

Journey Advisory Group first reported a position in SPY in Q4 2020 and has held it in 24 quarters since. The position peaked at $8.98M in Q4 2021. 4,165 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Journey Advisory Group held 7,568 shares of State Street SPDR S&P 500 ETF Trust worth $5.77M as of Q3 2026.
  • Journey Advisory Group sold 154 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $117K.
  • State Street SPDR S&P 500 ETF Trust made up 0.43% of Journey Advisory Group's portfolio in Q3 2026, its #65 holding.
  • Journey Advisory Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 24 quarters since.
  • Journey Advisory Group's State Street SPDR S&P 500 ETF Trust position peaked at $8.98M in Q4 2021.
  • 4,165 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Journey Advisory Group's 13F filing for Q3 2026, filed 4 Nov 2026.