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Lane & Associates’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Lane & Associates’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
Q1 		$11.1M Sell
19,765
-22,215
-53% -$13.1M 5.96% 4
2024
Q4 		$25.3M Sell
41,980
-2,351
-5% -$1.39M 13.05% 1
2024
Q3 		$25.4M Buy
44,331
+3,509
+9% +$1.94M 13.85% 1
2024
Q2 		$22.2M Buy
40,822
+1,709
+4% +$894K 13.1% 1
2024
Q1 		$20.5M Buy
39,113
+1,075
+3% +$535K 12.88% 1
2023
Q4 		$18.1M Sell
38,038
-1,780
-4% -$793K 13.15% 1
2023
Q3 		$17M Buy
39,818
+3,005
+8% +$1.34M 13.68% 1
2023
Q2 		$16.3M Buy
36,813
+3,636
+11% +$1.53M 12.98% 1
2023
Q1 		$13.6M Buy
33,177
+1,499
+5% +$598K 12.11% 1
2022
Q4 		$12.1M Buy
+31,678
New +$12.2M 11.48% 1

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Lane & Associates's SPY Position: Q1 2025 in Review

Lane & Associates reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 53% in Q1 2025, selling an estimated $13.1M and leaving 19,765 shares worth $11.1M. The position accounts for 5.96% of the portfolio, ranked #4.

Lane & Associates first reported a position in SPY in Q4 2022 and has held it in 10 quarters since. The position peaked at $25.4M in Q3 2024. 4,172 funds tracked by Wall St. Rank hold SPY as of Q1 2025.

  • Lane & Associates held 19,765 shares of State Street SPDR S&P 500 ETF Trust worth $11.1M as of Q1 2025.
  • Lane & Associates sold 22,215 State Street SPDR S&P 500 ETF Trust shares in Q1 2025, an estimated $13.1M.
  • State Street SPDR S&P 500 ETF Trust made up 5.96% of Lane & Associates's portfolio in Q1 2025, its #4 holding.
  • Lane & Associates first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 10 quarters since.
  • Lane & Associates's State Street SPDR S&P 500 ETF Trust position peaked at $25.4M in Q3 2024.
  • 4,172 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.