LCM Capital Management
SPY icon

LCM Capital Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

LCM Capital 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
Q3 		$29.9M Sell
39,197
-448
-1% -$340K 12.7% 1
2026
Q2 		$29.6M Sell
39,645
-5
-0% -$3.62K 12.87% 2
2026
Q1 		$25.8M Sell
39,650
-1,988
-5% -$1.35M 12.94% 2
2025
Q4 		$28.4M Sell
41,638
-338
-0.8% -$228K 13.72% 1
2025
Q3 		$28M Sell
41,976
-186
-0.4% -$119K 13.41% 1
2025
Q2 		$26M Buy
42,162
+305
+0.7% +$174K 13.54% 1
2025
Q1 		$23.4M Buy
41,857
+750
+2% +$441K 13.75% 1
2024
Q4 		$24.1M Sell
41,107
-2,162
-5% -$1.27M 13.59% 2
2024
Q3 		$24.8M Buy
43,269
+124
+0.3% +$68.6K 14.28% 1
2024
Q2 		$23.5M Sell
43,145
-36
-0.1% -$18.8K 14.65% 1
2024
Q1 		$22.6M Buy
43,181
+14
+0% +$6.97K 14.6% 2
2023
Q4 		$20.5M Buy
43,167
+1,493
+4% +$665K 14.84% 2
2023
Q3 		$17.8M Buy
41,674
+2,481
+6% +$1.1M 14.53% 2
2023
Q2 		$17.4M Sell
39,193
-144
-0.4% -$60.4K 14.1% 2
2023
Q1 		$16.1M Buy
39,337
+471
+1% +$188K 14.07% 2
2022
Q4 		$14.9M Sell
38,866
-957
-2% -$368K 14.47% 2
2022
Q3 		$14.2M Buy
39,823
+27
+0.1% +$10.7K 15.02% 2
2022
Q2 		$15M Sell
39,796
-286
-0.7% -$117K 14.78% 2
2022
Q1 		$18.1M Sell
40,082
-18
-0% -$8.01K 14.6% 2
2021
Q4 		$19M Sell
40,100
-3,345
-8% -$1.54M 14.74% 2
2021
Q3 		$18.6M Sell
43,445
-738
-2% -$326K 15.76% 1
2021
Q2 		$18.9M Buy
44,183
+83
+0.2% +$34.6K 15.71% 1
2021
Q1 		$17.5M Sell
44,100
-399
-0.9% -$154K 15.63% 2
2020
Q4 		$16.6M Buy
+44,499
New +$15.8M 15.82% 1

Other funds holding SPY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

LCM Capital Management's SPY Position: Q3 2026 in Review

LCM Capital Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.1% in Q3 2026, selling an estimated $340K and leaving 39,197 shares worth $29.9M. The position accounts for 12.7% of the portfolio, ranked #1.

LCM Capital Management first reported a position in SPY in Q4 2020 and has held it in 24 quarters since. 3,166 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • LCM Capital Management held 39,197 shares of State Street SPDR S&P 500 ETF Trust worth $29.9M as of Q3 2026.
  • LCM Capital Management sold 448 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $340K.
  • State Street SPDR S&P 500 ETF Trust made up 12.7% of LCM Capital Management's portfolio in Q3 2026, its #1 holding.
  • LCM Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 24 quarters since.
  • 3,166 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on LCM Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.