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

JPL 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	$1.65M	Buy	2,209 +66	+3%	+$47.9K	0.33%	69
2026 Q1	$1.39M	Sell	2,143 -42	-2%	-$28.6K	0.32%	74
2025 Q4	$1.49M	Sell	2,185 -350	-14%	-$237K	0.36%	73
2025 Q3	$1.69M	Hold	2,535	–	–	0.4%	75
2025 Q2	$1.57M	Sell	2,535 -62	-2%	-$35.4K	0.42%	73
2025 Q1	$1.45M	Sell	2,597 -73	-3%	-$42.9K	0.41%	72
2024 Q4	$1.56M	Buy	+2,670	New	+$1.57M	0.45%	71
2024 Q2	$1.04M	Sell	1,918 -183	-9%	-$95.8K	0.51%	66
2024 Q1	$1.1M	Buy	2,101 +55	+3%	+$27.4K	0.61%	65
2023 Q4	$972K	Buy	+2,046	New	+$911K	0.7%	68

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

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

JPL Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.1% in Q2 2026, buying an estimated $47.9K and bringing the position to 2,209 shares worth $1.65M. The position accounts for 0.33% of the portfolio, ranked #69.

JPL Wealth Management first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.69M in Q3 2025. 4,667 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

JPL Wealth Management held 2,209 shares of State Street SPDR S&P 500 ETF Trust worth $1.65M as of Q2 2026.
JPL Wealth Management bought 66 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $47.9K.
State Street SPDR S&P 500 ETF Trust made up 0.33% of JPL Wealth Management's portfolio in Q2 2026, its #69 holding.
JPL Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
JPL Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.69M in Q3 2025.
4,667 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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