SEC 13F Intelligence

Jdm Financial Group LLC / SPY

Jdm Financial Group LLC’s State Str Spdr S&P 500 Etf T Position

Does Jdm Financial Group LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 8.8K shares worth $6M (+2.22% of its 13F portfolio) as of Q1 2026, down from 8.9K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
8.8K
% of Portfolio
+2.22%
Quarters Held
14
currently held

Position History SPY

Reported value by quarter
Q4 ’22: $4MQ4 ’22Q1 ’23: $5MQ2 ’23: $5MQ2 ’23Q3 ’23: $5MQ4 ’23: $5MQ4 ’23Q1 ’24: $6MQ2 ’24: $6MQ2 ’24Q3 ’24: $6MQ4 ’24: $6MQ4 ’24Q1 ’25: $5MQ2 ’25: $6MQ2 ’25Q3 ’25: $6MQ4 ’25: $6MQ4 ’25Q1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20268.8K$6M+2.22%
Q4 20258.9K$6M+2.34%
Q3 20258.9K$6M+2.49%
Q2 20259.3K$6M+2.72%
Q1 20259.3K$5M+2.64%
Q4 20249.9K$6M+3.01%
Q3 20249.8K$6M+3.07%
Q2 202411.3K$6M+4.17%
Q1 202411.3K$6M+4.32%
Q4 202311.4K$5M+4.51%
Q3 202311.5K$5M+4.54%
Q2 202311.5K$5M+4.44%
Q1 202311.5K$5M+4.34%
Q4 202211.6K$4M+4.25%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jdm Financial Group LLC’s full portfolio or all institutional holders of SPY.