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

Andrews Lucia 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 Q2	$244K	Buy	+327	New	+$237K	0.13%	37

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Andrews Lucia Wealth Management's SPY Position: Q2 2026 in Review

Andrews Lucia Wealth Management opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 327 shares worth $244K. The stake represents 0.13% of the portfolio and ranks #37 among its holdings.

4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Andrews Lucia Wealth Management held 327 shares of State Street SPDR S&P 500 ETF Trust worth $244K as of Q2 2026.
State Street SPDR S&P 500 ETF Trust was a new Andrews Lucia Wealth Management position in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.13% of Andrews Lucia Wealth Management's portfolio in Q2 2026, its #37 holding.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Andrews Lucia Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.