Lantern Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Lantern Wealth Advisors's SPY Position: Q1 2026 in Review
Lantern Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 89% in Q1 2026, buying an estimated $251K and bringing the position to 782 shares worth $508K. The position accounts for 0.26% of the portfolio, ranked #96.
Lantern Wealth Advisors first reported a position in SPY in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.35M in Q2 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Lantern Wealth Advisors held 782 shares of State Street SPDR S&P 500 ETF Trust worth $508K as of Q1 2026.
- Lantern Wealth Advisors bought 369 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $251K.
- State Street SPDR S&P 500 ETF Trust made up 0.26% of Lantern Wealth Advisors's portfolio in Q1 2026, its #96 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 9 quarters since.
- Lantern Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $2.35M in Q2 2025.
- 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Lantern Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.