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
$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

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.