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

Lantern Wealth Advisors’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	$678K	Buy	889 +191	+27%	+$145K	0.29%	84
2026 Q2	$584K	Sell	698 -84	-11%	-$60.9K	0.27%	89
2026 Q1	$508K	Buy	782 +369	+89%	+$251K	0.26%	96
2025 Q4	$282K	Sell	413 -51,357	-99%	-$34.7M	0.15%	126
2025 Q3	$224K	Buy	51,770 +47,963	+1,260%	+$30.7M	0.12%	137
2025 Q2	$2.35M	Buy	+3,807	New	+$2.18M	1.4%	20
2024 Q4	$2.22M	Sell	70 -3,650	-98%	-$2.15M	1.44%	20
2024 Q3	$2.13M	Buy	3,720 +330	+10%	+$182K	1.48%	18
2024 Q2	$1.84M	Sell	3,390 -46	-1%	-$24.1K	1.34%	21
2024 Q1	$1.8M	Buy	3,436 +182	+6%	+$90.6K	1.26%	23
2023 Q4	$1.55M	Buy	+3,254	New	+$1.45M	1.21%	23

Other funds holding SPY

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

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Lantern Wealth Advisors's SPY Position: Q3 2026 in Review

Lantern Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 27% in Q3 2026, buying an estimated $145K and bringing the position to 889 shares worth $678K. The position accounts for 0.29% of the portfolio, ranked #84.

Lantern Wealth Advisors first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.35M in Q2 2025. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Lantern Wealth Advisors held 889 shares of State Street SPDR S&P 500 ETF Trust worth $678K as of Q3 2026.
Lantern Wealth Advisors bought 191 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $145K.
State Street SPDR S&P 500 ETF Trust made up 0.29% of Lantern Wealth Advisors's portfolio in Q3 2026, its #84 holding.
Lantern Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
Lantern Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $2.35M in Q2 2025.
1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Lantern Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.