Kelman-Lazarov Inc’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.85M | Sell |
5,924
-75
| -1% | -$51K | 0.55% | 28 |
|
|
2025
Q4 | $4.09M | Sell |
5,999
-69
| -1% | -$46.6K | 0.58% | 27 |
|
|
2025
Q3 | $4.04M | Buy |
6,068
+339
| +6% | +$217K | 0.6% | 25 |
|
|
2025
Q2 | $3.54M | Sell |
5,729
-78
| -1% | -$44.6K | 0.57% | 27 |
|
|
2025
Q1 | $3.25M | Sell |
5,807
-58
| -1% | -$34.1K | 0.59% | 28 |
|
|
2024
Q4 | $3.44M | Sell |
5,865
-371
| -6% | -$219K | 0.62% | 27 |
|
|
2024
Q3 | $3.58M | Sell |
6,236
-15
| -0.2% | -$8.29K | 0.62% | 26 |
|
|
2024
Q2 | $3.4M | Sell |
6,251
-3
| -0% | -$1.57K | 0.63% | 27 |
|
|
2024
Q1 | $3.27M | Sell |
6,254
-209
| -3% | -$104K | 0.64% | 28 |
|
|
2023
Q4 | $3.07M | Sell |
6,463
-25
| -0.4% | -$11.1K | 0.67% | 27 |
|
|
2023
Q3 | $2.77M | Sell |
6,488
-177
| -3% | -$78.7K | 0.66% | 25 |
|
|
2023
Q2 | $2.95M | Buy |
6,665
+23
| +0.3% | +$9.65K | 0.71% | 23 |
|
|
2023
Q1 | $2.72M | Sell |
6,642
-51
| -0.8% | -$20.3K | 0.71% | 21 |
|
|
2022
Q4 | $2.56M | Sell |
6,693
-124
| -2% | -$47.7K | 0.72% | 21 |
|
|
2022
Q3 | $2.44M | Hold |
6,817
| – | – | 0.83% | 17 |
|
|
2022
Q2 | $2.57M | Sell |
6,817
-165
| -2% | -$67.6K | 0.87% | 15 |
|
|
2022
Q1 | $3.15M | Sell |
6,982
-40
| -0.6% | -$17.8K | 1.05% | 13 |
|
|
2021
Q4 | $3.33M | Sell |
7,022
-94
| -1% | -$43.2K | 1.07% | 12 |
|
|
2021
Q3 | $3.05M | Sell |
7,116
-264
| -4% | -$116K | 1.07% | 12 |
|
|
2021
Q2 | $3.16M | Sell |
7,380
-574
| -7% | -$240K | 1.1% | 12 |
|
|
2021
Q1 | $3.15M | Sell |
7,954
-39
| -0.5% | -$15K | 1.12% | 14 |
|
|
2020
Q4 | $2.99M | Sell |
7,993
-49
| -0.6% | -$17.4K | 1.15% | 14 |
|
|
2020
Q3 | $2.69M | Sell |
8,042
-435
| -5% | -$144K | 1.22% | 14 |
|
|
2020
Q2 | $2.61M | Sell |
8,477
-1,394
| -14% | -$408K | 1.21% | 15 |
|
|
2020
Q1 | $2.54M | Buy |
9,871
+1,108
| +13% | +$338K | 1.36% | 14 |
|
|
2019
Q4 | $2.82M | Sell |
8,763
-763
| -8% | -$235K | 1.27% | 16 |
|
|
2019
Q3 | $2.83M | Sell |
9,526
-38
| -0.4% | -$11.2K | 1.39% | 17 |
|
|
2019
Q2 | $2.8M | Sell |
9,564
-336
| -3% | -$96.8K | 1.44% | 17 |
|
|
2019
Q1 | $2.8M | Sell |
9,900
-453
| -4% | -$123K | 1.47% | 18 |
|
|
2018
Q4 | $2.59M | Sell |
10,353
-623
| -6% | -$168K | 1.61% | 17 |
|
|
2018
Q3 | $3.19M | Sell |
10,976
-221
| -2% | -$62.9K | 1.87% | 15 |
|
|
2018
Q2 | $3.04M | Sell |
11,197
-127
| -1% | -$34.3K | 1.63% | 16 |
|
|
2018
Q1 | $2.98M | Buy |
11,324
+117
| +1% | +$31.9K | 1.6% | 16 |
|
|
2017
Q4 | $2.99M | Sell |
11,207
-561
| -5% | -$146K | 1.53% | 20 |
|
|
2017
Q3 | $2.96M | Buy |
11,768
+107
| +0.9% | +$26.4K | 1.56% | 22 |
|
|
2017
Q2 | $2.82M | Sell |
11,661
-358
| -3% | -$85.8K | 1.55% | 23 |
|
|
2017
Q1 | $2.83M | Hold |
12,019
| – | – | 1.82% | 21 |
|
|
2016
Q4 | $2.69M | Sell |
12,019
-605
| -5% | -$132K | 1.52% | 22 |
|
|
2016
Q3 | $2.71M | Sell |
12,624
-21
| -0.2% | -$4.54K | 1.54% | 20 |
|
|
2016
Q2 | $2.65M | Sell |
12,645
-55
| -0.4% | -$11.4K | 1.52% | 19 |
|
|
2016
Q1 | $2.63M | Buy |
+12,700
| New | +$2.48M | 1.54% | 19 |
|
Other funds holding SPY
Kelman-Lazarov Inc's SPY Position: Q1 2026 in Review
Kelman-Lazarov Inc reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.3% in Q1 2026, selling an estimated $51K and leaving 5,924 shares worth $3.85M. The position accounts for 0.55% of the portfolio, ranked #28.
Kelman-Lazarov Inc first reported a position in SPY in Q1 2016 and has held it in 41 quarters since. The position peaked at $4.09M in Q4 2025. 4,557 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Kelman-Lazarov Inc held 5,924 shares of State Street SPDR S&P 500 ETF Trust worth $3.85M as of Q1 2026.
- Kelman-Lazarov Inc sold 75 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $51K.
- State Street SPDR S&P 500 ETF Trust made up 0.55% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #28 holding.
- Kelman-Lazarov Inc first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2016 and has held it in 41 quarters since.
- Kelman-Lazarov Inc's State Street SPDR S&P 500 ETF Trust position peaked at $4.09M in Q4 2025.
- 4,557 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.