Johnson Dunn Capital Advisors Inc’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Johnson Dunn Capital Advisors Inc’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 Q3	$1.45M	Buy	+1,902	New	+$1.44M	1.03%	28

Other funds holding SPY

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Johnson Dunn Capital Advisors Inc's SPY Position: Q3 2026 in Review

Johnson Dunn Capital Advisors Inc opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2026: 1,902 shares worth $1.45M. The stake represents 1.03% of the portfolio and ranks #28 among its holdings.

3,767 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Johnson Dunn Capital Advisors Inc held 1,902 shares of State Street SPDR S&P 500 ETF Trust worth $1.45M as of Q3 2026.
State Street SPDR S&P 500 ETF Trust was a new Johnson Dunn Capital Advisors Inc position in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 1.03% of Johnson Dunn Capital Advisors Inc's portfolio in Q3 2026, its #28 holding.
3,767 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Johnson Dunn Capital Advisors Inc's 13F filing for Q3 2026, filed 12 Nov 2026.