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 Q2	$29.6M	Sell	39,645 -5	-0%	-$3.63K	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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LCM Capital Management's SPY Position: Q2 2026 in Review

LCM Capital Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.01% in Q2 2026, selling an estimated $3.63K and leaving 39,645 shares worth $29.6M. The position accounts for 12.87% of the portfolio, ranked #2.

LCM Capital Management first reported a position in SPY in Q4 2020 and has held it in 23 quarters since. 4,655 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

LCM Capital Management held 39,645 shares of State Street SPDR S&P 500 ETF Trust worth $29.6M as of Q2 2026.
LCM Capital Management sold 5 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $3.63K.
State Street SPDR S&P 500 ETF Trust made up 12.87% of LCM Capital Management's portfolio in Q2 2026, its #2 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 23 quarters since.
4,655 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on LCM Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.