Lauer Wealth’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Lauer Wealth’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	$646K	Buy	835 +7	+0.8%	+$5.32K	0.4%	36
2026 Q2	$623K	Sell	828 -50	-6%	-$36.2K	0.37%	40
2026 Q1	$594K	Sell	878 -32	-4%	-$21.8K	0.47%	29
2025 Q4	$627K	Sell	910 -17	-2%	-$11.5K	0.47%	29
2025 Q3	$617K	Sell	927 -104	-10%	-$66.7K	0.44%	32
2025 Q2	$656K	Sell	1,031 -29	-3%	-$16.6K	0.54%	24
2025 Q1	$588K	Sell	1,060 -36	-3%	-$21.2K	0.45%	27
2024 Q4	$642K	Buy	+1,096	New	+$646K	0.43%	22
2024 Q2	–	Sell	-708	Closed	-$371K	–	47
2024 Q1	$367K	Buy	708 +155	+28%	+$77.2K	0.32%	31
2023 Q4	$267K	Buy	+553	New	+$246K	0.25%	39
2023 Q2	–	Sell	-757	Closed	-$318K	–	51
2023 Q1	$312K	Buy	+757	New	+$302K	0.39%	36

Other funds holding SPY

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Lauer Wealth's SPY Position: Q3 2026 in Review

Lauer Wealth increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.85% in Q3 2026, buying an estimated $5.32K and bringing the position to 835 shares worth $646K. The position accounts for 0.4% of the portfolio, ranked #36.

Lauer Wealth first reported a position in SPY in Q1 2023 and has held it in 11 quarters since. The position peaked at $656K in Q2 2025. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Lauer Wealth held 835 shares of State Street SPDR S&P 500 ETF Trust worth $646K as of Q3 2026.
Lauer Wealth bought 7 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $5.32K.
State Street SPDR S&P 500 ETF Trust made up 0.4% of Lauer Wealth's portfolio in Q3 2026, its #36 holding.
Lauer Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2023 and has held it in 11 quarters since.
Lauer Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $656K in Q2 2025.
1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Lauer Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.