Laidlaw Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Laidlaw Wealth Management’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
2025 Q4	–	Sell	-778	Closed	-$518K	–	64
2025 Q3	$518K	Sell	778 -2	-0.3%	-$1.28K	1.23%	29
2025 Q2	$482K	Buy	+780	New	+$446K	1.39%	26
2024 Q1	–	Sell	-1,400	Closed	-$666K	–	234
2023 Q4	$666K	Buy	1,400 +213	+18%	+$94.9K	0.24%	107
2023 Q3	$507K	Sell	1,187 -8,665	-88%	-$3.85M	0.17%	140
2023 Q2	$4.37M	Buy	9,852 +1,390	+16%	+$583K	0.85%	24
2023 Q1	$3.46M	Sell	8,462 -744	-8%	-$297K	0.71%	29
2022 Q4	$3.52M	Buy	9,206 +725	+9%	+$279K	0.76%	27
2022 Q3	$3.03M	Sell	8,481 -386	-4%	-$153K	0.71%	32
2022 Q2	$3.35M	Buy	8,867 +2,648	+43%	+$1.08M	0.68%	33
2022 Q1	$2.81M	Sell	6,219 -1,312	-17%	-$584K	0.47%	53
2021 Q4	$3.58M	Buy	7,531 +330	+5%	+$151K	0.57%	42
2021 Q3	$3.09M	Buy	+7,201	New	+$3.18M	0.79%	36
2020 Q4	–	Sell	-1,688	Closed	-$565K	–	358
2020 Q3	$565K	Buy	+1,688	New	+$559K	0.25%	102
2020 Q1	–	Sell	-1,340	Closed	-$431K	–	170
2019 Q4	$431K	Buy	+1,340	New	+$413K	0.27%	99

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Laidlaw Wealth Management's SPY Position: Q4 2025 in Review

Laidlaw Wealth Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2025, closing a stake of 778 shares — an estimated $518K sold.

Laidlaw Wealth Management first reported a position in SPY in Q4 2019 and held it in 14 quarters. The position peaked at $4.37M in Q2 2023. 4,628 funds tracked by Wall St. Rank hold SPY as of Q4 2025.

Laidlaw Wealth Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q4 2025 after selling out during the quarter.
Laidlaw Wealth Management sold 778 State Street SPDR S&P 500 ETF Trust shares in Q4 2025, an estimated $518K.
Laidlaw Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and held it in 14 quarters.
Laidlaw Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $4.37M in Q2 2023.
4,628 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2025.

Based on Laidlaw Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.