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

Lauterbach Financial 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 Q2	$323K	Sell	433 -42	-9%	-$30.4K	0.14%	68
2026 Q1	$309K	Hold	475	–	–	0.15%	65
2025 Q4	$324K	Sell	475 -44	-8%	-$29.7K	0.16%	67
2025 Q3	$346K	Buy	519 +68	+15%	+$43.6K	0.17%	66
2025 Q2	$279K	Hold	451	–	–	0.15%	67
2025 Q1	$252K	Hold	451	–	–	0.16%	64
2024 Q4	$264K	Sell	451 -79	-15%	-$46.5K	0.16%	57
2024 Q3	$304K	Hold	530	–	–	0.19%	53
2024 Q2	$282K	Hold	530	–	–	0.19%	51
2024 Q1	$277K	Sell	530 -36	-6%	-$17.9K	0.18%	51
2023 Q4	$269K	Buy	566 +6	+1%	+$2.67K	0.19%	50
2023 Q3	$239K	Hold	560	–	–	0.19%	50
2023 Q2	$248K	Sell	560 -15	-3%	-$6.29K	0.19%	50
2023 Q1	$235K	Buy	+575	New	+$229K	0.19%	50
2022 Q1	–	Sell	-424	Closed	-$201K	–	56
2021 Q4	$201K	Buy	+424	New	+$195K	0.18%	51

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAI

Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Lauterbach Financial Advisors's SPY Position: Q2 2026 in Review

Lauterbach Financial Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8.8% in Q2 2026, selling an estimated $30.4K and leaving 433 shares worth $323K. The position accounts for 0.14% of the portfolio, ranked #68.

Lauterbach Financial Advisors first reported a position in SPY in Q4 2021 and has held it in 15 quarters since. The position peaked at $346K in Q3 2025. 2,370 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Lauterbach Financial Advisors held 433 shares of State Street SPDR S&P 500 ETF Trust worth $323K as of Q2 2026.
Lauterbach Financial Advisors sold 42 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $30.4K.
State Street SPDR S&P 500 ETF Trust made up 0.14% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #68 holding.
Lauterbach Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 15 quarters since.
Lauterbach Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $346K in Q3 2025.
2,370 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.