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Graves Light Lenhart Wealth’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Graves Light Lenhart Wealth’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 		$4.91M Buy
6,570
+186
+3% +$135K 0.46% 42
2026
Q1 		$4.15M Buy
6,384
+1
+0% +$680 0.43% 47
2025
Q4 		$4.35M Sell
6,383
-3
-0% -$2.03K 0.46% 44
2025
Q3 		$4.25M Buy
6,386
+92
+1% +$59K 0.47% 44
2025
Q2 		$3.89M Sell
6,294
-4
-0.1% -$2.29K 0.46% 46
2025
Q1 		$3.52M Sell
6,298
-200
-3% -$118K 0.43% 47
2024
Q4 		$3.81M Sell
6,498
-156
-2% -$91.9K 0.47% 48
2024
Q3 		$3.82M Sell
6,654
-2,825
-30% -$1.56M 0.47% 46
2024
Q2 		$5.17M Sell
9,479
-5
-0.1% -$2.62K 0.59% 41
2024
Q1 		$4.96M Sell
9,484
-474
-5% -$236K 0.57% 41
2023
Q4 		$4.73M Sell
9,958
-55
-0.5% -$24.5K 0.59% 41
2023
Q3 		$4.3M Sell
10,013
-25
-0.2% -$11.1K 0.58% 41
2023
Q2 		$4.45M Buy
10,038
+5
+0% +$2.1K 0.6% 41
2023
Q1 		$4.11M Sell
10,033
-1,113
-10% -$444K 0.64% 37
2022
Q4 		$4.26M Sell
11,146
-218
-2% -$83.8K 0.66% 37
2022
Q3 		$4.06M Buy
11,364
+1
+0% +$397 0.68% 35
2022
Q2 		$4.29M Sell
11,363
-54
-0.5% -$22.1K 0.65% 43
2022
Q1 		$5.16M Buy
11,417
+228
+2% +$102K 0.72% 40
2021
Q4 		$5.31M Sell
11,189
-397
-3% -$182K 0.76% 37
2021
Q3 		$4.97M Hold
11,586
– – 0.79% 36
2021
Q2 		$4.96M Sell
11,586
-35
-0.3% -$14.6K 0.8% 38
2021
Q1 		$4.61M Sell
11,621
-8
-0.1% -$3.08K 0.79% 38
2020
Q4 		$4.35M Sell
11,629
-58
-0.5% -$20.6K 0.81% 36
2020
Q3 		$3.91M Buy
11,687
+41
+0.4% +$13.6K 0.87% 35
2020
Q2 		$3.59M Sell
11,646
-4
-0% -$1.17K 0.84% 37
2020
Q1 		$3M Buy
11,650
+426
+4% +$130K 0.81% 37
2019
Q4 		$3.61M Sell
11,224
-105
-0.9% -$32.3K 0.76% 41
2019
Q3 		$3.44M Buy
11,329
+1,043
+10% +$308K 0.76% 39
2019
Q2 		$3.01M Buy
10,286
+221
+2% +$63.6K 0.72% 42
2019
Q1 		$2.84M Buy
10,065
+83
+0.8% +$22.5K 0.72% 43
2018
Q4 		$2.5M Buy
+9,982
New +$2.69M 0.73% 39

Other funds holding SPY

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Graves Light Lenhart Wealth's SPY Position: Q2 2026 in Review

Graves Light Lenhart Wealth increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.9% in Q2 2026, buying an estimated $135K and bringing the position to 6,570 shares worth $4.91M. The position accounts for 0.46% of the portfolio, ranked #42.

Graves Light Lenhart Wealth first reported a position in SPY in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.31M in Q4 2021. 906 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Graves Light Lenhart Wealth held 6,570 shares of State Street SPDR S&P 500 ETF Trust worth $4.91M as of Q2 2026.
  • Graves Light Lenhart Wealth bought 186 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $135K.
  • State Street SPDR S&P 500 ETF Trust made up 0.46% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #42 holding.
  • Graves Light Lenhart Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 31 quarters since.
  • Graves Light Lenhart Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $5.31M in Q4 2021.
  • 906 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.