WJ Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

WJ Wealth 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
2026 Q1	$551K	Buy	849 +40	+5%	+$27.2K	0.26%	51
2025 Q4	$551K	Buy	809 +53	+7%	+$35.8K	0.24%	50
2025 Q3	$515K	Sell	756 -815	-52%	-$522K	0.23%	52
2025 Q2	$970K	Sell	1,571 -55	-3%	-$31.4K	0.31%	53
2025 Q1	$909K	Sell	1,626 -172	-10%	-$101K	0.32%	47
2024 Q4	$1.05M	Sell	1,798 -162	-8%	-$95.4K	0.36%	39
2024 Q3	$1.12M	Sell	1,960 -1,529	-44%	-$845K	0.4%	33
2024 Q2	$1.9M	Sell	3,489 -250	-7%	-$131K	0.69%	29
2024 Q1	$1.96M	Buy	3,739 +328	+10%	+$163K	0.78%	29
2023 Q4	$1.62M	Buy	3,411 +206	+6%	+$91.8K	0.7%	33
2023 Q3	$1.37M	Buy	3,205 +1,212	+61%	+$539K	0.67%	30
2023 Q2	$883K	Buy	+1,993	New	+$836K	0.42%	33
2023 Q1	–	Sell	-7,357	Closed	-$2.81M	–	65
2022 Q4	$2.81M	Sell	7,357 -5,125	-41%	-$1.97M	1.63%	15
2022 Q3	$4.47M	Buy	12,482 +11,944	+2,220%	+$4.74M	2.8%	15
2022 Q2	$205K	Sell	538 -100	-16%	-$41K	0.15%	48
2022 Q1	$290K	Buy	638 +7	+1%	+$3.12K	0.19%	38
2021 Q4	$298K	Buy	631 +117	+23%	+$53.7K	0.18%	47
2021 Q3	$220K	Buy	+514	New	+$227K	0.15%	53

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

WJ Wealth Management's SPY Position: Q1 2026 in Review

WJ Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.9% in Q1 2026, buying an estimated $27.2K and bringing the position to 849 shares worth $551K. The position accounts for 0.26% of the portfolio, ranked #51.

WJ Wealth Management first reported a position in SPY in Q3 2021 and has held it in 18 quarters since. The position peaked at $4.47M in Q3 2022. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

WJ Wealth Management held 849 shares of State Street SPDR S&P 500 ETF Trust worth $551K as of Q1 2026.
WJ Wealth Management bought 40 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $27.2K.
State Street SPDR S&P 500 ETF Trust made up 0.26% of WJ Wealth Management's portfolio in Q1 2026, its #51 holding.
WJ Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2021 and has held it in 18 quarters since.
WJ Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $4.47M in Q3 2022.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on WJ Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.