JSF Financial’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.79M | Buy |
5,073
+2,357
| +87% | +$1.71M | 0.6% | 23 |
|
|
2026
Q1 | $1.77M | Sell |
2,716
-38
| -1% | -$25.8K | 0.35% | 37 |
|
|
2025
Q4 | $1.88M | Sell |
2,754
-119
| -4% | -$80.4K | 0.39% | 38 |
|
|
2025
Q3 | $1.91M | Sell |
2,873
-3
| -0.1% | -$1.92K | 0.42% | 35 |
|
|
2025
Q2 | $1.78M | Sell |
2,876
-756
| -21% | -$432K | 0.42% | 34 |
|
|
2025
Q1 | $2.03M | Sell |
3,632
-483
| -12% | -$284K | 0.54% | 29 |
|
|
2024
Q4 | $2.41M | Buy |
4,115
+200
| +5% | +$118K | 0.64% | 25 |
|
|
2024
Q3 | $2.25M | Buy |
3,915
+60
| +2% | +$33.2K | 0.66% | 26 |
|
|
2024
Q2 | $2.1M | Buy |
3,855
+25
| +0.7% | +$13.1K | 0.64% | 27 |
|
|
2024
Q1 | $2M | Buy |
3,830
+113
| +3% | +$56.3K | 0.63% | 27 |
|
|
2023
Q4 | $1.77M | Buy |
3,717
+100
| +3% | +$44.5K | 0.61% | 28 |
|
|
2023
Q3 | $1.55M | Sell |
3,617
-16
| -0.4% | -$7.12K | 0.6% | 28 |
|
|
2023
Q2 | $1.61M | Sell |
3,633
-56
| -2% | -$23.5K | 0.57% | 31 |
|
|
2023
Q1 | $1.51M | Sell |
3,689
-485
| -12% | -$194K | 0.56% | 33 |
|
|
2022
Q4 | $1.6M | Sell |
4,174
-271
| -6% | -$104K | 0.6% | 32 |
|
|
2022
Q3 | $1.59M | Sell |
4,445
-1,595
| -26% | -$633K | 0.6% | 31 |
|
|
2022
Q2 | $2.28M | Buy |
6,040
+1,384
| +30% | +$567K | 1.03% | 23 |
|
|
2022
Q1 | $2.1M | Buy |
4,656
+692
| +17% | +$308K | 0.89% | 23 |
|
|
2021
Q4 | $1.88M | Buy |
3,964
+100
| +3% | +$45.9K | 0.92% | 14 |
|
|
2021
Q3 | $1.66M | Sell |
3,864
-30
| -0.8% | -$13.2K | 0.82% | 16 |
|
|
2021
Q2 | $1.67M | Sell |
3,894
-9
| -0.2% | -$3.76K | 0.98% | 16 |
|
|
2021
Q1 | $1.55M | Sell |
3,903
-349
| -8% | -$135K | 0.97% | 17 |
|
|
2020
Q4 | $1.59M | Buy |
4,252
+46
| +1% | +$16.3K | 1.11% | 15 |
|
|
2020
Q3 | $1.41M | Buy |
4,206
+64
| +2% | +$21.2K | 1.11% | 12 |
|
|
2020
Q2 | $1.28M | Sell |
4,142
-1,480
| -26% | -$433K | 1.11% | 12 |
|
|
2020
Q1 | $1.45M | Buy |
5,622
+2,221
| +65% | +$677K | 1.47% | 8 |
|
|
2019
Q4 | $1.09M | Sell |
3,401
-19
| -0.6% | -$5.85K | 1.08% | 13 |
|
|
2019
Q3 | $1.01M | Sell |
3,420
-784
| -19% | -$232K | 1.1% | 13 |
|
|
2019
Q2 | $1.23M | Sell |
4,204
-86
| -2% | -$24.8K | 1.34% | 13 |
|
|
2019
Q1 | $1.21M | Sell |
4,290
-73
| -2% | -$19.8K | 1.34% | 14 |
|
|
2018
Q4 | $1.09M | Buy |
+4,363
| New | +$1.18M | 1.12% | 16 |
|
Other funds holding SPY
JSF Financial's SPY Position: Q2 2026 in Review
JSF Financial increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 87% in Q2 2026, buying an estimated $1.71M and bringing the position to 5,073 shares worth $3.79M. The position accounts for 0.6% of the portfolio, ranked #23.
JSF Financial first reported a position in SPY in Q4 2018 and has held it in 31 quarters since. 4,646 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- JSF Financial held 5,073 shares of State Street SPDR S&P 500 ETF Trust worth $3.79M as of Q2 2026.
- JSF Financial bought 2,357 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.71M.
- State Street SPDR S&P 500 ETF Trust made up 0.6% of JSF Financial's portfolio in Q2 2026, its #23 holding.
- JSF Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 31 quarters since.
- 4,646 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.