LaFleur & Godfrey’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

LaFleur & Godfrey’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	$1.42M	Sell	1,902 -170	-8%	-$123K	0.17%	77
2026 Q1	$1.35M	Sell	2,072 -530	-20%	-$360K	0.17%	75
2025 Q4	$1.77M	Sell	2,602 -30	-1%	-$20.3K	0.21%	71
2025 Q3	$1.75M	Sell	2,632 -218	-8%	-$140K	0.21%	69
2025 Q2	$1.76M	Sell	2,850 -40	-1%	-$22.9K	0.22%	67
2025 Q1	$1.62M	Buy	2,890 +61	+2%	+$35.9K	0.22%	68
2024 Q4	$1.66M	Sell	2,829 -8	-0.3%	-$4.71K	0.23%	69
2024 Q3	$1.63M	Sell	2,837 -30	-1%	-$16.6K	0.22%	70
2024 Q2	$1.56M	Hold	2,867	–	–	0.23%	70
2024 Q1	$1.5M	Sell	2,867 -820	-22%	-$408K	0.22%	70
2023 Q4	$1.75M	Sell	3,687 -1,598	-30%	-$712K	0.26%	70
2023 Q3	$2.26M	Sell	5,285 -376	-7%	-$167K	0.36%	63
2023 Q2	$2.51M	Sell	5,661 -303	-5%	-$127K	0.38%	60
2023 Q1	$2.44M	Buy	5,964 +90	+2%	+$35.9K	0.4%	61
2022 Q4	$2.25M	Buy	5,874 +262	+5%	+$101K	0.37%	63
2022 Q3	$2M	Buy	5,612 +97	+2%	+$38.5K	0.36%	64
2022 Q2	$2.08M	Buy	5,515 +50	+0.9%	+$20.5K	0.33%	67
2022 Q1	$2.47M	Sell	5,465 -95	-2%	-$42.3K	0.33%	67
2021 Q4	$2.64M	Sell	5,560 -303	-5%	-$139K	0.34%	66
2021 Q3	$2.52M	Buy	5,863 +5	+0.1%	+$2.21K	0.35%	68
2021 Q2	$2.51M	Buy	+5,858	New	+$2.45M	0.36%	69
2015 Q3	–	Sell	-1,325	Closed	-$273K	–	80
2015 Q2	$273K	Sell	1,325 -675	-34%	-$142K	0.08%	73
2015 Q1	$413K	Buy	+2,000	New	+$413K	0.11%	67

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

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

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

LaFleur & Godfrey's SPY Position: Q2 2026 in Review

LaFleur & Godfrey reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8.2% in Q2 2026, selling an estimated $123K and leaving 1,902 shares worth $1.42M. The position accounts for 0.17% of the portfolio, ranked #77.

LaFleur & Godfrey first reported a position in SPY in Q1 2015 and has held it in 23 quarters since. The position peaked at $2.64M in Q4 2021. 906 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

LaFleur & Godfrey held 1,902 shares of State Street SPDR S&P 500 ETF Trust worth $1.42M as of Q2 2026.
LaFleur & Godfrey sold 170 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $123K.
State Street SPDR S&P 500 ETF Trust made up 0.17% of LaFleur & Godfrey's portfolio in Q2 2026, its #77 holding.
LaFleur & Godfrey first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2015 and has held it in 23 quarters since.
LaFleur & Godfrey's State Street SPDR S&P 500 ETF Trust position peaked at $2.64M 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 LaFleur & Godfrey's 13F filing for Q2 2026, filed 15 Jul 2026.