Question 1

How many shares of SPY does Williams Jones Wealth Management, LLC. own?

Accepted Answer

As of 2026-Q2, Williams Jones Wealth Management, LLC. holds 36,032 shares of SPY (SPDR S&P 500 ETF TRUST).

Question 2

What is Williams Jones Wealth Management, LLC.'s SPY position worth?

Accepted Answer

As of 2026-Q2, Williams Jones Wealth Management, LLC.'s SPY position is worth $26.9M.

Question 3

Is Williams Jones Wealth Management, LLC. buying or selling SPY?

Accepted Answer

In 2026-Q2, Williams Jones Wealth Management, LLC. decreased their SPY position (-1.8% change in shares).

Question 4

When did Williams Jones Wealth Management, LLC. first buy SPY?

Accepted Answer

Based on available 13F filings, Williams Jones Wealth Management, LLC. first reported a position in SPY in 2019-Q3. They have held the position across 28 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	36,032	-1.8%	$26.9M	0.3%	$744.92	0
2026-Q1	Increased	36,698	+0.8%	$23.9M	0.3%	$647.06	34
2025-Q4	Decreased	36,391	-2.1%	$24.8M	0.3%	$676.64	0
2025-Q3	Decreased	37,159	-3.1%	$24.8M	0.3%	$659.07	0
2025-Q2	Decreased	38,340	-4.1%	$23.7M	0.3%	$609.57	0
2025-Q1	Decreased	39,976	-7.3%	$22.4M	0.3%	$550.26	0
2024-Q4	Decreased	43,114	-31.2%	$25.3M	0.3%	$574.79	0
2024-Q3	Decreased	62,687	-0.9%	$36M	0.4%	$560.82	0
2024-Q2	Decreased	63,286	-0.1%	$34.4M	0.4%	$530.32	0
2024-Q1	Increased	63,363	+1.2%	$33.1M	0.4%	$508.07	35
2023-Q4	Decreased	62,606	-1.7%	$29.8M	0.4%	$460.25	0
2023-Q3	Decreased	63,701	-2.2%	$27.2M	0.4%	$412.26	0
2023-Q2	Decreased	65,153	-30.3%	$28.9M	0.4%	$426.00	0
2023-Q1	Increased	93,405	+1.5%	$38.2M	0.6%	$391.97	41
2022-Q4	Decreased	92,050	-28.0%	$35.2M	0.6%	$364.77	0
2022-Q3	Increased	127,828	+0.7%	$45.7M	0.8%	$339.13	41
2022-Q2	Decreased	126,939	-2.0%	$47.9M	0.8%	$356.72	0
2022-Q1	Decreased	129,574	-11.9%	$58.5M	0.8%	$425.22	0
2021-Q4	Increased	147,059	+0.3%	$69.8M	0.9%	$445.79	42
2021-Q3	Increased	146,616	+0.5%	$62.9M	0.9%	$401.38	42
2021-Q2	Increased	145,952	+2.9%	$62.5M	0.9%	$399.09	43
2021-Q1	Increased	141,784	+2.9%	$56.2M	0.9%	$368.30	43
2020-Q4	Decreased	137,823	-6.3%	$51.5M	0.8%	$346.30	0
2020-Q3	Decreased	147,066	-4.5%	$49.3M	0.9%	$308.87	0
2020-Q2	Increased	153,968	+22.0%	$47.5M	1.0%	$283.27	50
2020-Q1	Decreased	126,236	-49.7%	$32.5M	0.8%	$235.74	0
2019-Q4	Increased	250,989	+1.3%	$80.8M	1.5%	$292.65	47
2019-Q3	First report	247,898	-	$73.6M	1.5%	$268.52	0

SPY28 quarters

SPY
28 quarters