St. Johns Investment Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

St. Johns Investment Management’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
2022 Q1	–	Sell	-5,600	Closed	-$16K	–	199
2021 Q4	$16K	Buy	+5,600	New	+$2.57M	0.01%	129

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

St. Johns Investment Management's SPY Position: Q1 2026 in Review

St. Johns Investment Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.74% in Q1 2026, selling an estimated $78.9K and leaving 15,473 shares worth $10.1M. The position accounts for 4.23% of the portfolio, ranked #5.

St. Johns Investment Management first reported a position in SPY in Q1 2014 and has held it in 49 quarters since. The position peaked at $11M in Q4 2024. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

St. Johns Investment Management held 15,473 shares of State Street SPDR S&P 500 ETF Trust worth $10.1M as of Q1 2026.
St. Johns Investment Management sold 116 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $78.9K.
State Street SPDR S&P 500 ETF Trust made up 4.23% of St. Johns Investment Management's portfolio in Q1 2026, its #5 holding.
St. Johns Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2014 and has held it in 49 quarters since.
St. Johns Investment Management's State Street SPDR S&P 500 ETF Trust position peaked at $11M in Q4 2024.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on St. Johns Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.