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	$441K	Sell	323 -499	-61%	-$362K	0.03%	214
2026 Q1	$2.25M	Buy	+822	New	+$559K	0.19%	105
2025 Q3	–	Hold	0	–	-$927K	–	287
2025 Q2	–	Hold	0	–	–	–	169

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.