SJS Investment Consulting’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

SJS Investment Consulting’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	$1.71M	Sell	2,288 -4	-0.2%	-$2.9K	0.19%	35
2026 Q1	$1.49M	Buy	2,292 +191	+9%	+$130K	0.18%	34
2025 Q4	$1.43M	Buy	2,101 +234	+13%	+$158K	0.18%	35
2025 Q3	$1.24M	Buy	1,867 +176	+10%	+$113K	0.17%	39
2025 Q2	$1.04M	Sell	1,691 -118	-7%	-$67.5K	0.17%	37
2025 Q1	$1.01M	Buy	1,809 +524	+41%	+$308K	0.17%	37
2024 Q4	$753K	Hold	1,285	–	–	0.13%	42
2024 Q3	$737K	Buy	1,285 +136	+12%	+$75.2K	0.13%	39
2024 Q2	$625K	Buy	1,149 +71	+7%	+$37.2K	0.12%	39
2024 Q1	$564K	Buy	1,078 +1	+0.1%	+$498	0.11%	44
2023 Q4	$512K	Hold	1,077	–	–	0.12%	45
2023 Q3	$460K	Hold	1,077	–	–	0.12%	43
2023 Q2	$477K	Sell	1,077 -17	-2%	-$7.13K	0.12%	45
2023 Q1	$448K	Sell	1,094 -223	-17%	-$89K	0.12%	43
2022 Q4	$504K	Sell	1,317 -11	-0.8%	-$4.23K	0.15%	42
2022 Q3	$474K	Buy	+1,328	New	+$527K	0.16%	38
2022 Q1	$563K	Buy	1,246 +26	+2%	+$11.6K	0.17%	40
2021 Q4	$580K	Buy	+1,220	New	+$560K	0.17%	43

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

MSU

Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

SJS Investment Consulting's SPY Position: Q2 2026 in Review

SJS Investment Consulting reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.17% in Q2 2026, selling an estimated $2.9K and leaving 2,288 shares worth $1.71M. The position accounts for 0.19% of the portfolio, ranked #35.

SJS Investment Consulting first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. 1,996 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

SJS Investment Consulting held 2,288 shares of State Street SPDR S&P 500 ETF Trust worth $1.71M as of Q2 2026.
SJS Investment Consulting sold 4 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.9K.
State Street SPDR S&P 500 ETF Trust made up 0.19% of SJS Investment Consulting's portfolio in Q2 2026, its #35 holding.
SJS Investment Consulting first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 18 quarters since.
1,996 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.