LaSalle St. Investment Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

LaSalle St. Investment 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 Q1	$15.4M	Sell	23,741 -27	-0.1%	-$18.4K	2.17%	8
2025 Q4	$16.2M	Buy	23,768 +302	+1%	+$204K	2.61%	7
2025 Q3	$15.6M	Buy	23,466 +16,925	+259%	+$10.8M	2.8%	8
2025 Q2	$4.04M	Sell	6,541 -12,321	-65%	-$7.04M	1.11%	14
2025 Q1	$10.6M	Buy	18,862 +10,609	+129%	+$6.24M	2.49%	8
2024 Q4	$4.84M	Buy	8,253 +370	+5%	+$218K	1.5%	12
2024 Q3	$4.52M	Buy	7,883 +3,545	+82%	+$1.96M	1.78%	8
2024 Q2	$2.36M	Sell	4,338 -17	-0.4%	-$8.9K	1.18%	13
2024 Q1	$2.07M	Sell	4,355 -8	-0.2%	-$3.98K	1.16%	14
2023 Q4	$20.7M	Sell	4,363 -17	-0.4%	-$7.57K	1.39%	10
2023 Q3	$1.87M	Buy	4,380 +712	+19%	+$317K	0.92%	17
2023 Q2	$1.63M	Sell	3,668 -1,418	-28%	-$595K	0.72%	24
2023 Q1	$2.08M	Sell	5,086 -7	-0.1%	-$2.79K	0.92%	20
2022 Q4	$1.95M	Buy	+5,093	New	+$1.96M	0.92%	25

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

LaSalle St. Investment Advisors's SPY Position: Q1 2026 in Review

LaSalle St. Investment Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.11% in Q1 2026, selling an estimated $18.4K and leaving 23,741 shares worth $15.4M. The position accounts for 2.17% of the portfolio, ranked #8.

LaSalle St. Investment Advisors first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $20.7M in Q4 2023. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

LaSalle St. Investment Advisors held 23,741 shares of State Street SPDR S&P 500 ETF Trust worth $15.4M as of Q1 2026.
LaSalle St. Investment Advisors sold 27 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $18.4K.
State Street SPDR S&P 500 ETF Trust made up 2.17% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #8 holding.
LaSalle St. Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 14 quarters since.
LaSalle St. Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $20.7M in Q4 2023.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.