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
2024
Q4
Sell
-69,000
Closed -$179K 135
2024
Q3
$179K Buy
+69,000
New +$38.2M 0.05% 113

Other funds holding SPY

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.