MJP Associates’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

MJP Associates’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	$635K	Buy	977 +1	+0.1%	+$680	0.08%	86
2025 Q4	$666K	Buy	976 +24	+3%	+$16.2K	0.08%	99
2025 Q3	$634K	Buy	952 +10	+1%	+$6.41K	0.08%	102
2025 Q2	$582K	Buy	942 +437	+87%	+$250K	0.09%	107
2025 Q1	$282K	Buy	505 +51	+11%	+$30K	0.05%	170
2024 Q4	$266K	Sell	454 -15	-3%	-$8.84K	0.05%	186
2024 Q3	$269K	Sell	469 -233	-33%	-$129K	0.05%	168
2024 Q2	$382K	Buy	+702	New	+$367K	0.08%	145
2023 Q1	–	Sell	-533	Closed	-$204K	–	153
2022 Q4	$204K	Sell	533 -151	-22%	-$58K	0.06%	133
2022 Q3	$244K	Buy	+684	New	+$272K	0.07%	103
2022 Q2	–	Sell	-525	Closed	-$237K	–	159
2022 Q1	$237K	Buy	+525	New	+$234K	0.06%	138

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

MJP Associates's SPY Position: Q1 2026 in Review

MJP Associates increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.1% in Q1 2026, buying an estimated $680 and bringing the position to 977 shares worth $635K. The position accounts for 0.08% of the portfolio, ranked #86.

MJP Associates first reported a position in SPY in Q1 2022 and has held it in 11 quarters since. The position peaked at $666K in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

MJP Associates held 977 shares of State Street SPDR S&P 500 ETF Trust worth $635K as of Q1 2026.
MJP Associates bought 1 State Street SPDR S&P 500 ETF Trust share in Q1 2026, an estimated $680.
State Street SPDR S&P 500 ETF Trust made up 0.08% of MJP Associates's portfolio in Q1 2026, its #86 holding.
MJP Associates first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2022 and has held it in 11 quarters since.
MJP Associates's State Street SPDR S&P 500 ETF Trust position peaked at $666K in Q4 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on MJP Associates's 13F filing for Q1 2026, filed 5 May 2026.