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 Q3	$1.55M	Hold	2,028	–	–	0.78%	34
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 $84.4B AUM 20.16% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

LAM Group's SPY Position: Q3 2026 in Review

LAM Group held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 2,028 shares worth $1.55M. The position accounts for 0.78% of the portfolio, ranked #34.

LAM Group first reported a position in SPY in Q4 2022 and has held it in 16 quarters since. 2,238 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

LAM Group held 2,028 shares of State Street SPDR S&P 500 ETF Trust worth $1.55M as of Q3 2026.
LAM Group left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 0.78% of LAM Group's portfolio in Q3 2026, its #34 holding.
LAM Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 16 quarters since.
2,238 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.