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 Q3	$11.4M	Hold	15,000	–	–	1.75%	14
2026 Q2	$11.2M	Buy	+15,000	New	+$10.9M	1.77%	13
2024 Q4	–	Sell	-69,000	Closed	-$179K	–	135
2024 Q3	$179K	Buy	+69,000	New	+$38.2M	0.05%	113

Other funds holding SPY

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

JSF Financial's SPY Position: Q3 2026 in Review

JSF Financial reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8.7% in Q3 2026, selling an estimated $337K and leaving 4,630 shares worth $3.53M. The position accounts for 0.54% of the portfolio, ranked #25.

JSF Financial first reported a position in SPY in Q4 2018 and has held it in 32 quarters since. The position peaked at $3.79M in Q2 2026. 2,238 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

JSF Financial held 4,630 shares of State Street SPDR S&P 500 ETF Trust worth $3.53M as of Q3 2026.
JSF Financial sold 443 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $337K.
State Street SPDR S&P 500 ETF Trust made up 0.54% of JSF Financial's portfolio in Q3 2026, its #25 holding.
JSF Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 32 quarters since.
JSF Financial's State Street SPDR S&P 500 ETF Trust position peaked at $3.79M in Q2 2026.
2,238 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on JSF Financial's 13F filing for Q3 2026, filed 22 Oct 2026.