Kelly Lawrence W & Associates’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Kelly Lawrence W & Associates’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	$38.8K	Hold	52	–	–	0.01%	112
2026 Q1	$33.8K	Buy	+52	New	+$35.4K	0.01%	112
2022 Q3	–	Sell	-10,400	Closed	-$3.92M	–	184
2022 Q2	$3.92M	Buy	+10,400	New	+$4.26M	1.07%	26
2021 Q4	–	Sell	-231	Closed	-$99K	–	171
2021 Q3	$99K	Hold	231	–	–	0.02%	101
2021 Q2	$99K	Buy	+231	New	+$96.4K	0.02%	104

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

Kelly Lawrence W & Associates's SPY Position: Q2 2026 in Review

Kelly Lawrence W & Associates held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 52 shares worth $38.8K. The position accounts for 0.01% of the portfolio, ranked #112.

Kelly Lawrence W & Associates first reported a position in SPY in Q2 2021 and has held it in 5 quarters since. The position peaked at $3.92M in Q2 2022. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Kelly Lawrence W & Associates held 52 shares of State Street SPDR S&P 500 ETF Trust worth $38.8K as of Q2 2026.
Kelly Lawrence W & Associates left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.01% of Kelly Lawrence W & Associates's portfolio in Q2 2026, its #112 holding.
Kelly Lawrence W & Associates first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2021 and has held it in 5 quarters since.
Kelly Lawrence W & Associates's State Street SPDR S&P 500 ETF Trust position peaked at $3.92M in Q2 2022.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Kelly Lawrence W & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.