Jupiter Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Jupiter Wealth Management’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	$10.9M	Buy	14,702 +410	+3%	+$279K	4.31%	7
2025 Q4	$9.74M	Buy	14,292 +603	+4%	+$408K	4.34%	5
2025 Q3	$9.12M	Buy	13,689 +151	+1%	+$96.8K	4.31%	5
2025 Q2	$8.73M	Sell	13,538 -125	-0.9%	-$71.5K	4.41%	5
2025 Q1	$8.13M	Sell	13,663 -1,446	-10%	-$850K	4.92%	5
2024 Q4	$8.86M	Buy	15,109 +2,486	+20%	+$1.46M	4.44%	5
2024 Q3	$7.24M	Buy	12,623 +3,057	+32%	+$1.69M	3.71%	6
2024 Q2	$5.27M	Sell	9,566 -1,491	-13%	-$780K	2.79%	9
2024 Q1	$5.72M	Buy	11,057 +501	+5%	+$249K	3.03%	7
2023 Q4	$5.02M	Buy	10,556 +396	+4%	+$176K	2.95%	10
2023 Q3	$4.48M	Buy	+10,160	New	+$4.52M	2.9%	11
2020 Q3	–	Sell	-1,270	Closed	-$412K	–	86
2020 Q2	$412K	Hold	1,270	–	–	0.21%	54
2020 Q1	$359K	Hold	1,270	–	–	0.21%	51
2019 Q4	$416K	Hold	1,270	–	–	0.2%	61
2019 Q3	$377K	Hold	1,270	–	–	0.2%	58
2019 Q2	$378K	Hold	1,270	–	–	0.19%	57
2019 Q1	$368K	Buy	+1,270	New	+$345K	0.18%	58

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

Jupiter Wealth Management's SPY Position: Q1 2026 in Review

Jupiter Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.9% in Q1 2026, buying an estimated $279K and bringing the position to 14,702 shares worth $10.9M. The position accounts for 4.31% of the portfolio, ranked #7.

Jupiter Wealth Management first reported a position in SPY in Q1 2019 and has held it in 17 quarters since. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Jupiter Wealth Management held 14,702 shares of State Street SPDR S&P 500 ETF Trust worth $10.9M as of Q1 2026.
Jupiter Wealth Management bought 410 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $279K.
State Street SPDR S&P 500 ETF Trust made up 4.31% of Jupiter Wealth Management's portfolio in Q1 2026, its #7 holding.
Jupiter Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2019 and has held it in 17 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 Jupiter Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.