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 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 $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JPL Wealth Management's SPY Position: Q1 2026 in Review

JPL Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.9% in Q1 2026, selling an estimated $28.6K and leaving 2,143 shares worth $1.39M. The position accounts for 0.32% of the portfolio, ranked #74.

JPL Wealth Management first reported a position in SPY in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.69M in Q3 2025. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

JPL Wealth Management held 2,143 shares of State Street SPDR S&P 500 ETF Trust worth $1.39M as of Q1 2026.
JPL Wealth Management sold 42 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $28.6K.
State Street SPDR S&P 500 ETF Trust made up 0.32% of JPL Wealth Management's portfolio in Q1 2026, its #74 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 9 quarters since.
JPL Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.69M in Q3 2025.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.