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 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 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

Journey Advisory Group's SPY Position: Q2 2026 in Review

Journey Advisory Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.5% in Q2 2026, selling an estimated $389K and leaving 7,722 shares worth $5.77M. The position accounts for 0.44% of the portfolio, ranked #65.

Journey Advisory Group first reported a position in SPY in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.98M in Q4 2021. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Journey Advisory Group held 7,722 shares of State Street SPDR S&P 500 ETF Trust worth $5.77M as of Q2 2026.
Journey Advisory Group sold 536 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $389K.
State Street SPDR S&P 500 ETF Trust made up 0.44% of Journey Advisory Group's portfolio in Q2 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 23 quarters since.
Journey Advisory Group's State Street SPDR S&P 500 ETF Trust position peaked at $8.98M in Q4 2021.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.