LAM Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

LAM Group’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	$1.51M	Buy	2,028 +28	+1%	+$20.3K	0.75%	35
2026 Q1	$1.3M	Hold	2,000	–	–	0.71%	35
2025 Q4	$1.36M	Hold	2,000	–	–	0.78%	32
2025 Q3	$1.33M	Hold	2,000	–	–	0.83%	31
2025 Q2	$1.24M	Hold	2,000	–	–	0.83%	30
2025 Q1	$1.12M	Hold	2,000	–	–	0.82%	33
2024 Q4	$1.17M	Hold	2,000	–	–	0.84%	32
2024 Q3	$1.15M	Hold	2,000	–	–	0.81%	34
2024 Q2	$1.09M	Sell	2,000 -150	-7%	-$78.5K	0.92%	30
2024 Q1	$1.12M	Hold	2,150	–	–	0.92%	30
2023 Q4	$1.02M	Hold	2,150	–	–	0.93%	28
2023 Q3	$919K	Hold	2,150	–	–	0.9%	28
2023 Q2	$953K	Hold	2,150	–	–	0.89%	29
2023 Q1	$880K	Hold	2,150	–	–	0.86%	29
2022 Q4	$822K	Buy	+2,150	New	+$826K	0.84%	30

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LAM Group's SPY Position: Q2 2026 in Review

LAM Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.4% in Q2 2026, buying an estimated $20.3K and bringing the position to 2,028 shares worth $1.51M. The position accounts for 0.75% of the portfolio, ranked #35.

LAM Group first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. 2,349 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

LAM Group held 2,028 shares of State Street SPDR S&P 500 ETF Trust worth $1.51M as of Q2 2026.
LAM Group bought 28 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $20.3K.
State Street SPDR S&P 500 ETF Trust made up 0.75% of LAM Group's portfolio in Q2 2026, its #35 holding.
LAM Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
2,349 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.