P.J. Schmidt Investment Management (PJS)’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

P.J. Schmidt Investment Management (PJS)’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	$272K	Buy	364 +1	+0.3%	+$725	0.04%	193
2026 Q1	$236K	Sell	363 -62	-15%	-$42.2K	0.04%	196
2025 Q4	$290K	Sell	425 -35	-8%	-$23.7K	0.05%	169
2025 Q3	$306K	Sell	460 -25	-5%	-$16K	0.05%	164
2025 Q2	$300K	Sell	485 -35	-7%	-$20K	0.05%	162
2025 Q1	$291K	Sell	520 -50	-9%	-$29.4K	0.05%	152
2024 Q4	$334K	Sell	570 -62	-10%	-$36.5K	0.06%	144
2024 Q3	$363K	Buy	+632	New	+$349K	0.06%	141

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

P.J. Schmidt Investment Management (PJS)'s SPY Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.28% in Q2 2026, buying an estimated $725 and bringing the position to 364 shares worth $272K. The position accounts for 0.04% of the portfolio, ranked #193.

P.J. Schmidt Investment Management (PJS) first reported a position in SPY in Q3 2024 and has held it in 8 quarters since. The position peaked at $363K in Q3 2024. 4,667 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

P.J. Schmidt Investment Management (PJS) held 364 shares of State Street SPDR S&P 500 ETF Trust worth $272K as of Q2 2026.
P.J. Schmidt Investment Management (PJS) bought 1 State Street SPDR S&P 500 ETF Trust share in Q2 2026, an estimated $725.
State Street SPDR S&P 500 ETF Trust made up 0.04% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #193 holding.
P.J. Schmidt Investment Management (PJS) first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2024 and has held it in 8 quarters since.
P.J. Schmidt Investment Management (PJS)'s State Street SPDR S&P 500 ETF Trust position peaked at $363K in Q3 2024.
4,667 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.