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

JP 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	–	Sell	-361	Closed	-$235K	–	15
2026 Q1	$235K	Hold	361	–	–	0.16%	14
2025 Q4	$246K	Hold	361	–	–	0.17%	14
2025 Q3	$240K	Hold	361	–	–	0.16%	15
2025 Q2	$223K	Hold	361	–	–	0.17%	14
2025 Q1	$202K	Hold	361	–	–	0.16%	15
2024 Q4	$212K	Buy	+361	New	+$213K	0.16%	16

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

JP Wealth Management's SPY Position: Q2 2026 in Review

JP Wealth Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026, closing a stake of 361 shares — an estimated $235K sold.

JP Wealth Management first reported a position in SPY in Q4 2024 and held it in 6 quarters. The position peaked at $246K in Q4 2025. 4,617 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

JP Wealth Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2026 after selling out during the quarter.
JP Wealth Management sold 361 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $235K.
JP Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and held it in 6 quarters.
JP Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $246K in Q4 2025.
4,617 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on JP Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.