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: Q2 2026 in Review
Lantern Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 11% in Q2 2026, selling an estimated $60.9K and leaving 698 shares worth $584K. The position accounts for 0.27% of the portfolio, ranked #89.
Lantern Wealth Advisors first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.35M in Q2 2025. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Lantern Wealth Advisors held 698 shares of State Street SPDR S&P 500 ETF Trust worth $584K as of Q2 2026.
- Lantern Wealth Advisors sold 84 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $60.9K.
- State Street SPDR S&P 500 ETF Trust made up 0.27% of Lantern Wealth Advisors's portfolio in Q2 2026, its #89 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 10 quarters since.
- Lantern Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $2.35M in Q2 2025.
- 4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.