JT Stratford LLC’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

JT Stratford LLC’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	$2.18M	Buy	3,352 +883	+36%	+$600K	0.28%	88
2025 Q4	$1.68M	Sell	2,469 -272	-10%	-$184K	0.22%	102
2025 Q3	$1.83M	Sell	2,741 -7	-0.3%	-$4.49K	0.24%	89
2025 Q2	$1.7M	Buy	2,748 +145	+6%	+$82.9K	0.26%	87
2025 Q1	$1.46M	Sell	2,603 -8	-0.3%	-$4.7K	0.26%	98
2024 Q4	$1.53M	Buy	2,611 +42	+2%	+$24.7K	0.25%	89
2024 Q3	$1.47M	Sell	2,569 -74	-3%	-$40.9K	0.25%	95
2024 Q2	$1.44M	Buy	2,643 +220	+9%	+$115K	0.27%	86
2024 Q1	$1.27M	Buy	2,423 +1,946	+408%	+$969K	0.25%	105
2023 Q4	$227K	Buy	+477	New	+$212K	0.05%	226
2023 Q3	–	Sell	-465	Closed	-$206K	–	250
2023 Q2	$206K	Buy	+465	New	+$195K	0.06%	221
2023 Q1	–	Sell	-1,454	Closed	-$556K	–	241
2022 Q4	$556K	Buy	+1,454	New	+$559K	0.18%	126
2022 Q2	–	Sell	-640	Closed	-$289K	–	230
2022 Q1	$289K	Sell	640 -836	-57%	-$372K	0.08%	166
2021 Q4	$701K	Buy	+1,476	New	+$678K	0.19%	106
2020 Q3	–	Sell	-1,415	Closed	-$436K	–	173
2020 Q2	$436K	Buy	+1,415	New	+$414K	0.22%	103
2019 Q4	–	Sell	-723	Closed	-$215K	–	166
2019 Q3	$215K	Buy	+723	New	+$214K	0.12%	145

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

JT Stratford LLC's SPY Position: Q1 2026 in Review

JT Stratford LLC increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 36% in Q1 2026, buying an estimated $600K and bringing the position to 3,352 shares worth $2.18M. The position accounts for 0.28% of the portfolio, ranked #88.

JT Stratford LLC first reported a position in SPY in Q3 2019 and has held it in 16 quarters since. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

JT Stratford LLC held 3,352 shares of State Street SPDR S&P 500 ETF Trust worth $2.18M as of Q1 2026.
JT Stratford LLC bought 883 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $600K.
State Street SPDR S&P 500 ETF Trust made up 0.28% of JT Stratford LLC's portfolio in Q1 2026, its #88 holding.
JT Stratford LLC first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2019 and has held it in 16 quarters since.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.