Lakeshore Financial Planning’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Lakeshore Financial Planning’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	$603K	Buy	807 +134	+20%	+$97.2K	0.19%	38
2026 Q1	$438K	Sell	673 -251	-27%	-$171K	0.16%	41
2025 Q4	$630K	Buy	924 +30	+3%	+$20.3K	0.23%	34
2025 Q3	$596K	Sell	894 -65	-7%	-$41.7K	0.22%	36
2025 Q2	$593K	Buy	959 +281	+41%	+$161K	0.24%	34
2025 Q1	$379K	Sell	678 -83	-11%	-$48.8K	0.16%	43
2024 Q4	$446K	Buy	761 +152	+25%	+$89.6K	0.19%	35
2024 Q3	$349K	Sell	609 -11	-2%	-$6.08K	0.15%	44
2024 Q2	$337K	Buy	620 +18	+3%	+$9.42K	0.16%	44
2024 Q1	$315K	Buy	602 +43	+8%	+$21.4K	0.16%	42
2023 Q4	$266K	Sell	559 -670	-55%	-$298K	0.15%	43
2023 Q3	$525K	Buy	+1,229	New	+$547K	0.3%	25

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAI

Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

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

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

EIP

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Lakeshore Financial Planning's SPY Position: Q2 2026 in Review

Lakeshore Financial Planning increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 20% in Q2 2026, buying an estimated $97.2K and bringing the position to 807 shares worth $603K. The position accounts for 0.19% of the portfolio, ranked #38.

Lakeshore Financial Planning first reported a position in SPY in Q3 2023 and has held it in 12 quarters since. The position peaked at $630K in Q4 2025. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Lakeshore Financial Planning held 807 shares of State Street SPDR S&P 500 ETF Trust worth $603K as of Q2 2026.
Lakeshore Financial Planning bought 134 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $97.2K.
State Street SPDR S&P 500 ETF Trust made up 0.19% of Lakeshore Financial Planning's portfolio in Q2 2026, its #38 holding.
Lakeshore Financial Planning first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2023 and has held it in 12 quarters since.
Lakeshore Financial Planning's State Street SPDR S&P 500 ETF Trust position peaked at $630K in Q4 2025.
2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.