JSF Financial’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

JSF Financial’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	$1.77M	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

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

JSF Financial's SPY Position: Q1 2026 in Review

JSF Financial reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.4% in Q1 2026, selling an estimated $25.8K and leaving 2,716 shares worth $1.77M. The position accounts for 0.35% of the portfolio, ranked #37.

JSF Financial first reported a position in SPY in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.41M in Q4 2024. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

JSF Financial held 2,716 shares of State Street SPDR S&P 500 ETF Trust worth $1.77M as of Q1 2026.
JSF Financial sold 38 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $25.8K.
State Street SPDR S&P 500 ETF Trust made up 0.35% of JSF Financial's portfolio in Q1 2026, its #37 holding.
JSF Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 30 quarters since.
JSF Financial's State Street SPDR S&P 500 ETF Trust position peaked at $2.41M in Q4 2024.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.