L.K. Benson & Company’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

L.K. Benson & Company’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	$992K	Buy	1,329 +5	+0.4%	+$3.63K	0.3%	49
2026 Q1	$861K	Hold	1,324	–	–	0.28%	52
2025 Q4	$903K	Hold	1,324	–	–	0.45%	48
2025 Q3	$882K	Hold	1,324	–	–	0.48%	49
2025 Q2	$818K	Hold	1,324	–	–	0.5%	47
2025 Q1	$741K	Hold	1,324	–	–	0.51%	45
2024 Q4	$776K	Buy	+1,324	New	+$780K	0.55%	43

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

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

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

L.K. Benson & Company's SPY Position: Q2 2026 in Review

L.K. Benson & Company increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.38% in Q2 2026, buying an estimated $3.63K and bringing the position to 1,329 shares worth $992K. The position accounts for 0.3% of the portfolio, ranked #49.

L.K. Benson & Company first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

L.K. Benson & Company held 1,329 shares of State Street SPDR S&P 500 ETF Trust worth $992K as of Q2 2026.
L.K. Benson & Company bought 5 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $3.63K.
State Street SPDR S&P 500 ETF Trust made up 0.3% of L.K. Benson & Company's portfolio in Q2 2026, its #49 holding.
L.K. Benson & Company first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.