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

Ross\Johnson & 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 		$281K Hold
432
– – 5.06% 2
2025
Q4 		$295K Hold
432
– – 5.48% 2
2025
Q3 		$288K Hold
432
– – 5.42% 2
2025
Q2 		$267K Sell
432
-17
-4% -$9.72K 5.5% 2
2025
Q1 		$251K Buy
449
+17
+4% +$9.99K 4.31% 3
2024
Q4 		$253K Buy
+432
New +$255K 5.86% 2

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ross\Johnson & Associates's SPY Position: Q1 2026 in Review

Ross\Johnson & Associates held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 432 shares worth $281K. The position accounts for 5.06% of the portfolio, ranked #2.

Ross\Johnson & Associates first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. The position peaked at $295K in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Ross\Johnson & Associates held 432 shares of State Street SPDR S&P 500 ETF Trust worth $281K as of Q1 2026.
  • Ross\Johnson & Associates left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
  • State Street SPDR S&P 500 ETF Trust made up 5.06% of Ross\Johnson & Associates's portfolio in Q1 2026, its #2 holding.
  • Ross\Johnson & Associates first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
  • Ross\Johnson & Associates's State Street SPDR S&P 500 ETF Trust position peaked at $295K in Q4 2025.
  • 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Ross\Johnson & Associates's 13F filing for Q1 2026, filed 8 May 2026.