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 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 $1.56T 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

P.J. Schmidt Investment Management (PJS)'s SPY Position: Q1 2026 in Review

P.J. Schmidt Investment Management (PJS) reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 15% in Q1 2026, selling an estimated $42.2K and leaving 363 shares worth $236K. The position accounts for 0.04% of the portfolio, ranked #196.

P.J. Schmidt Investment Management (PJS) first reported a position in SPY in Q3 2024 and has held it in 7 quarters since. The position peaked at $363K in Q3 2024. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

P.J. Schmidt Investment Management (PJS) held 363 shares of State Street SPDR S&P 500 ETF Trust worth $236K as of Q1 2026.
P.J. Schmidt Investment Management (PJS) sold 62 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $42.2K.
State Street SPDR S&P 500 ETF Trust made up 0.04% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q1 2026, its #196 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 7 quarters since.
P.J. Schmidt Investment Management (PJS)'s State Street SPDR S&P 500 ETF Trust position peaked at $363K in Q3 2024.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q1 2026, filed 29 Apr 2026.