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

LJI 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 Q2	$6.01M	Sell	8,053 -1,203	-13%	-$872K	0.84%	17
2026 Q1	$6.02M	Buy	9,256 +156	+2%	+$106K	0.96%	15
2025 Q4	$6.21M	Buy	9,100 +633	+7%	+$428K	0.95%	16
2025 Q3	$5.64M	Sell	8,467 -543	-6%	-$348K	0.98%	17
2025 Q2	$5.57M	Buy	9,010 +876	+11%	+$501K	0.97%	17
2025 Q1	$4.55M	Sell	8,134 -757	-9%	-$445K	0.91%	16
2024 Q4	$5.21M	Sell	8,891 -81	-0.9%	-$47.7K	1.03%	16
2024 Q3	$5.15M	Buy	8,972 +164	+2%	+$90.7K	1.05%	16
2024 Q2	$4.79M	Buy	+8,808	New	+$4.61M	1.06%	17
2024 Q1	–	Sell	-8,169	Closed	-$3.88M	–	170
2023 Q4	$3.88M	Buy	8,169 +1,072	+15%	+$478K	1.01%	17
2023 Q3	$3.03M	Buy	7,097 +830	+13%	+$369K	0.87%	21
2023 Q2	$2.78M	Buy	6,267 +119	+2%	+$49.9K	0.81%	22
2023 Q1	$2.52M	Buy	6,148 +714	+13%	+$285K	0.8%	22
2022 Q4	$2.08M	Buy	+5,434	New	+$2.09M	0.73%	24

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LJI Wealth Management's SPY Position: Q2 2026 in Review

LJI Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 13% in Q2 2026, selling an estimated $872K and leaving 8,053 shares worth $6.01M. The position accounts for 0.84% of the portfolio, ranked #17.

LJI Wealth Management first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.21M in Q4 2025. 4,661 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

LJI Wealth Management held 8,053 shares of State Street SPDR S&P 500 ETF Trust worth $6.01M as of Q2 2026.
LJI Wealth Management sold 1,203 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $872K.
State Street SPDR S&P 500 ETF Trust made up 0.84% of LJI Wealth Management's portfolio in Q2 2026, its #17 holding.
LJI Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 14 quarters since.
LJI Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $6.21M in Q4 2025.
4,661 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.