Lafayette Investments’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Lafayette Investments’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	$972K	Sell	1,302 -187	-13%	-$136K	0.18%	82
2026 Q1	$968K	Hold	1,489	–	–	0.2%	79
2025 Q4	$1.02M	Sell	1,489 -10	-0.7%	-$6.76K	0.19%	75
2025 Q3	$999K	Hold	1,499	–	–	0.19%	70
2025 Q2	$926K	Hold	1,499	–	–	0.19%	70
2025 Q1	$839K	Sell	1,499 -250	-14%	-$147K	0.18%	69
2024 Q4	$1.03M	Buy	1,749 +423	+32%	+$249K	0.22%	63
2024 Q3	$761K	Buy	1,326 +51	+4%	+$28.2K	0.16%	73
2024 Q2	$694K	Sell	1,275 -150	-11%	-$78.5K	0.16%	72
2024 Q1	$745K	Sell	1,425 -20	-1%	-$9.96K	0.17%	72
2023 Q4	$687K	Sell	1,445 -72	-5%	-$32.1K	0.17%	73
2023 Q3	$648K	Sell	1,517 -10	-0.7%	-$4.45K	0.18%	71
2023 Q2	$677K	Buy	1,527 +180	+13%	+$75.5K	0.18%	68
2023 Q1	$551K	Hold	1,347	–	–	0.15%	75
2022 Q4	$515K	Hold	1,347	–	–	0.15%	77
2022 Q3	$481K	Hold	1,347	–	–	0.15%	77
2022 Q2	$508K	Hold	1,347	–	–	0.15%	78
2022 Q1	$608K	Hold	1,347	–	–	0.15%	74
2021 Q4	$640K	Hold	1,347	–	–	0.16%	72
2021 Q3	$578K	Hold	1,347	–	–	0.16%	76
2021 Q2	$577K	Hold	1,347	–	–	0.16%	76
2021 Q1	$534K	Hold	1,347	–	–	0.17%	64
2020 Q4	$504K	Sell	1,347 -19	-1%	-$6.74K	0.17%	64
2020 Q3	$457K	Hold	1,366	–	–	0.17%	67
2020 Q2	$421K	Hold	1,366	–	–	0.18%	65
2020 Q1	$352K	Buy	1,366 +10	+0.7%	+$3.05K	0.17%	63
2019 Q4	$436K	Buy	1,356 +162	+14%	+$49.9K	0.15%	66
2019 Q3	$354K	Hold	1,194	–	–	0.13%	67
2019 Q2	$350K	Buy	+1,194	New	+$344K	0.12%	65
2013 Q3	–	Sell	-1,478	Closed	-$237K	–	68
2013 Q2	$237K	Buy	+1,478	New	+$238K	0.11%	63

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

Lafayette Investments's SPY Position: Q2 2026 in Review

Lafayette Investments reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 13% in Q2 2026, selling an estimated $136K and leaving 1,302 shares worth $972K. The position accounts for 0.18% of the portfolio, ranked #82.

Lafayette Investments first reported a position in SPY in Q2 2013 and has held it in 30 quarters since. The position peaked at $1.03M in Q4 2024. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Lafayette Investments held 1,302 shares of State Street SPDR S&P 500 ETF Trust worth $972K as of Q2 2026.
Lafayette Investments sold 187 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $136K.
State Street SPDR S&P 500 ETF Trust made up 0.18% of Lafayette Investments's portfolio in Q2 2026, its #82 holding.
Lafayette Investments first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 30 quarters since.
Lafayette Investments's State Street SPDR S&P 500 ETF Trust position peaked at $1.03M in Q4 2024.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Lafayette Investments's 13F filing for Q2 2026, filed 11 Aug 2026.