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

Larson Financial Group’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 Q1	$9.04M	Sell	84,800 -2,500	-3%	-$1.7M	0.29%	70
2025 Q4	$11.9M	Buy	87,300 +5,100	+6%	+$3.45M	0.4%	59
2025 Q3	$11.3M	Buy	82,200 +7,900	+11%	+$5.06M	0.39%	60
2025 Q2	$7.71M	Buy	74,300 +13,800	+23%	+$7.89M	0.31%	75
2025 Q1	$3.81M	Buy	60,500 +33,900	+127%	+$19.9M	0.18%	107
2024 Q4	$2.62M	Buy	26,600 +8,300	+45%	+$4.89M	0.14%	138
2024 Q3	$1.79M	Buy	18,300 +11,000	+151%	+$6.08M	0.1%	175
2024 Q2	$713K	Buy	7,300 +4,400	+152%	+$2.3M	0.05%	223
2024 Q1	$362K	Buy	2,900 +1,000	+53%	+$498K	0.03%	280
2023 Q4	$178K	Buy	+1,900	New	+$846K	0.02%	380

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Larson Financial Group's SPY Position: Q1 2026 in Review

Larson Financial Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.4% in Q1 2026, buying an estimated $1.09M and bringing the position to 38,280 shares worth $24.9M. The position accounts for 0.79% of the portfolio, ranked #21.

Larson Financial Group first reported a position in SPY in Q4 2017 and has held it in 33 quarters since. The position peaked at $25M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Larson Financial Group held 38,280 shares of State Street SPDR S&P 500 ETF Trust worth $24.9M as of Q1 2026.
Larson Financial Group bought 1,606 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.09M.
State Street SPDR S&P 500 ETF Trust made up 0.79% of Larson Financial Group's portfolio in Q1 2026, its #21 holding.
Larson Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 33 quarters since.
Larson Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $25M in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.