Lawood & Co’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Lawood & Co’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	$1.21M	Hold	1,582	–	–	0.83%	33
2026 Q2	$1.18M	Hold	1,582	–	–	0.8%	34
2026 Q1	$1.03M	Hold	1,582	–	–	0.95%	33
2025 Q4	$1.08M	Buy	+1,582	New	+$1.07M	1.02%	35

Other funds holding SPY

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

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

Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

Floyd Capital Management Texarkana, Texas $115M AUM 14.48% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

Lawood & Co's SPY Position: Q3 2026 in Review

Lawood & Co held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 1,582 shares worth $1.21M. The position accounts for 0.83% of the portfolio, ranked #33.

Lawood & Co first reported a position in SPY in Q4 2025 and has held it in 4 quarters since. 263 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Lawood & Co held 1,582 shares of State Street SPDR S&P 500 ETF Trust worth $1.21M as of Q3 2026.
Lawood & Co left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 0.83% of Lawood & Co's portfolio in Q3 2026, its #33 holding.
Lawood & Co first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 4 quarters since.
263 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Lawood & Co's 13F filing for Q3 2026, filed 9 Oct 2026.