Lawson Kroeker Investment Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Lawson Kroeker Investment Management’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	$1.73M	Buy	2,315 +45	+2%	+$32.6K	0.48%	36
2026 Q1	$1.48M	Buy	2,270 +5	+0.2%	+$3.4K	0.43%	35
2025 Q4	$1.54M	Sell	2,265 -2,818	-55%	-$1.9M	0.46%	37
2025 Q3	$3.39M	Hold	5,083	–	–	0.62%	46
2025 Q2	$3.14M	Hold	5,083	–	–	0.58%	49
2025 Q1	$2.84M	Hold	5,083	–	–	0.52%	49
2024 Q4	$2.98M	Buy	+5,083	New	+$2.99M	0.56%	49
2024 Q3	–	Sell	-5,216	Closed	-$2.84M	–	91
2024 Q2	$2.84M	Buy	5,216 +430	+9%	+$225K	0.55%	48
2024 Q1	$2.5M	Hold	4,786	–	–	0.47%	51
2023 Q4	$2.27M	Sell	4,786 -197	-4%	-$87.8K	0.47%	51
2023 Q3	$2.13M	Buy	+4,983	New	+$2.22M	0.47%	53
2023 Q2	–	Sell	-5,166	Closed	-$2.11M	–	85
2023 Q1	$2.11M	Buy	5,166 +3,196	+162%	+$1.28M	0.47%	55
2022 Q4	$753K	Hold	1,970	–	–	0.25%	42
2022 Q3	$704K	Hold	1,970	–	–	0.25%	45
2022 Q2	$743K	Sell	1,970 -125	-6%	-$51.2K	0.25%	45
2022 Q1	$946K	Hold	2,095	–	–	0.3%	42
2021 Q4	$995K	Hold	2,095	–	–	0.31%	42
2021 Q3	$899K	Sell	2,095 -125	-6%	-$55.1K	0.3%	43
2021 Q2	$950K	Sell	2,220 -200	-8%	-$83.5K	0.3%	42
2021 Q1	$959K	Sell	2,420 -150	-6%	-$57.8K	0.33%	40
2020 Q4	$961K	Buy	2,570 +400	+18%	+$142K	0.36%	40
2020 Q3	$727K	Hold	2,170	–	–	0.32%	44
2020 Q2	$669K	Sell	2,170 -45	-2%	-$13.2K	0.32%	42
2020 Q1	$571K	Buy	2,215 +40	+2%	+$12.2K	0.32%	45
2019 Q4	$700K	Sell	2,175 -25	-1%	-$7.7K	0.26%	45
2019 Q3	$653K	Hold	2,200	–	–	0.25%	46
2019 Q2	$645K	Hold	2,200	–	–	0.22%	46
2019 Q1	$621K	Buy	2,200 +200	+10%	+$54.3K	0.22%	46
2018 Q4	$500K	Buy	2,000 +400	+25%	+$108K	0.2%	48
2018 Q3	$465K	Sell	1,600 -80	-5%	-$22.8K	0.15%	51
2018 Q2	$456K	Hold	1,680	–	–	0.16%	53
2018 Q1	$442K	Hold	1,680	–	–	0.14%	57
2017 Q4	$448K	Hold	1,680	–	–	0.14%	59
2017 Q3	$422K	Sell	1,680 -150	-8%	-$37K	0.13%	60
2017 Q2	$442K	Sell	1,830 -170	-9%	-$40.7K	0.15%	61
2017 Q1	$471K	Sell	2,000 -200	-9%	-$46.5K	0.16%	61
2016 Q4	$492K	Hold	2,200	–	–	0.17%	59
2016 Q3	$476K	Hold	2,200	–	–	0.15%	61
2016 Q2	$461K	Hold	2,200	–	–	0.15%	62
2016 Q1	$452K	Sell	2,200 -250	-10%	-$48.8K	0.16%	62
2015 Q4	$499K	Sell	2,450 -1,775	-42%	-$365K	0.17%	59
2015 Q3	$810K	Hold	4,225	–	–	0.27%	53
2015 Q2	$870K	Sell	4,225 -50	-1%	-$10.5K	0.26%	58
2015 Q1	$882K	Sell	4,275 -450	-10%	-$92.9K	0.26%	57
2014 Q4	$971K	Sell	4,725 -760	-14%	-$153K	0.31%	50
2014 Q3	$1.08M	Sell	5,485 -1,450	-21%	-$287K	0.32%	49
2014 Q2	$1.36M	Buy	6,935 +3,050	+79%	+$580K	0.4%	47
2014 Q1	$727K	Sell	3,885 -200	-5%	-$36.7K	0.23%	56
2013 Q4	$754K	Buy	4,085 +1,350	+49%	+$239K	0.24%	54
2013 Q3	$460K	Sell	2,735 -475	-15%	-$79.6K	0.15%	63
2013 Q2	$515K	Buy	+3,210	New	+$517K	0.18%	59

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Lawson Kroeker Investment Management's SPY Position: Q2 2026 in Review

Lawson Kroeker Investment Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2% in Q2 2026, buying an estimated $32.6K and bringing the position to 2,315 shares worth $1.73M. The position accounts for 0.48% of the portfolio, ranked #36.

Lawson Kroeker Investment Management first reported a position in SPY in Q2 2013 and has held it in 51 quarters since. The position peaked at $3.39M in Q3 2025. 2,341 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Lawson Kroeker Investment Management held 2,315 shares of State Street SPDR S&P 500 ETF Trust worth $1.73M as of Q2 2026.
Lawson Kroeker Investment Management bought 45 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $32.6K.
State Street SPDR S&P 500 ETF Trust made up 0.48% of Lawson Kroeker Investment Management's portfolio in Q2 2026, its #36 holding.
Lawson Kroeker Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 51 quarters since.
Lawson Kroeker Investment Management's State Street SPDR S&P 500 ETF Trust position peaked at $3.39M in Q3 2025.
2,341 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Lawson Kroeker Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.