Lantz Financial
SPY icon

Lantz Financial’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Lantz Financial’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 		$1.91M Sell
2,504
-100
-4% -$76K 0.35% 76
2026
Q2 		$1.94M Sell
2,604
-33
-1% -$23.9K 0.36% 79
2026
Q1 		$1.71M Buy
2,637
+4
+0.2% +$2.72K 0.35% 76
2025
Q4 		$1.8M Sell
2,633
-319
-11% -$216K 0.38% 76
2025
Q3 		$1.97M Buy
2,952
+17
+0.6% +$10.9K 0.44% 63
2025
Q2 		$1.81M Buy
2,935
+104
+4% +$59.4K 0.45% 66
2025
Q1 		$1.58M Buy
2,831
+92
+3% +$54.1K 0.43% 69
2024
Q4 		$1.61M Sell
2,739
-8
-0.3% -$4.71K 0.43% 71
2024
Q3 		$1.58M Buy
2,747
+12
+0.4% +$6.64K 0.43% 72
2024
Q2 		$1.49M Buy
2,735
+374
+16% +$196K 0.46% 65
2024
Q1 		$1.24M Sell
2,361
-463
-16% -$231K 0.4% 75
2023
Q4 		$1.34M Buy
2,824
+10
+0.4% +$4.46K 0.48% 67
2023
Q3 		$1.2M Sell
2,814
-531
-16% -$236K 0.48% 65
2023
Q2 		$1.48M Sell
3,345
-164
-5% -$68.8K 0.58% 55
2023
Q1 		$1.44M Sell
3,509
-110
-3% -$43.9K 0.6% 53
2022
Q4 		$1.38M Sell
3,619
-165
-4% -$63.4K 0.63% 49
2022
Q3 		$1.35M Buy
3,784
+913
+32% +$363K 0.7% 41
2022
Q2 		$1.08M Buy
2,871
+748
+35% +$306K 0.49% 60
2022
Q1 		$959K Buy
2,123
+169
+9% +$75.2K 0.39% 69
2021
Q4 		$928K Buy
1,954
+1
+0.1% +$459 0.43% 61
2021
Q3 		$838K Sell
1,953
-138
-7% -$60.9K 0.43% 63
2021
Q2 		$895K Hold
2,091
– – 0.46% 64
2021
Q1 		$829K Sell
2,091
-35
-2% -$13.5K 0.47% 58
2020
Q4 		$795K Sell
2,126
-111
-5% -$39.4K 0.5% 55
2020
Q3 		$749K Sell
2,237
-36
-2% -$11.9K 0.5% 57
2020
Q2 		$701K Sell
2,273
-182
-7% -$53.3K 0.5% 56
2020
Q1 		$633K Sell
2,455
-73
-3% -$22.3K 0.5% 60
2019
Q4 		$814K Sell
2,528
-41
-2% -$12.6K 0.48% 65
2019
Q3 		$740K Sell
2,569
-82
-3% -$24.2K 0.5% 68
2019
Q2 		$786K Sell
2,651
-397
-13% -$114K 0.53% 61
2019
Q1 		$861K Buy
+3,048
New +$828K 0.62% 56

Other funds holding SPY

CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CV Advisors
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Lantz Financial's SPY Position: Q3 2026 in Review

Lantz Financial reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.8% in Q3 2026, selling an estimated $76K and leaving 2,504 shares worth $1.91M. The position accounts for 0.35% of the portfolio, ranked #76.

Lantz Financial first reported a position in SPY in Q1 2019 and has held it in 31 quarters since. The position peaked at $1.97M in Q3 2025. 1,292 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Lantz Financial held 2,504 shares of State Street SPDR S&P 500 ETF Trust worth $1.91M as of Q3 2026.
  • Lantz Financial sold 100 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $76K.
  • State Street SPDR S&P 500 ETF Trust made up 0.35% of Lantz Financial's portfolio in Q3 2026, its #76 holding.
  • Lantz Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2019 and has held it in 31 quarters since.
  • Lantz Financial's State Street SPDR S&P 500 ETF Trust position peaked at $1.97M in Q3 2025.
  • 1,292 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.