Lebenthal Global Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Lebenthal Global Advisors's SPY Position: Q1 2026 in Review
Lebenthal Global Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.6% in Q1 2026, buying an estimated $2.31M and bringing the position to 76,957 shares worth $50M. The position accounts for 7.28% of the portfolio, ranked #1.
Lebenthal Global Advisors first reported a position in SPY in Q4 2020 and has held it in 21 quarters since. The position peaked at $50.2M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Lebenthal Global Advisors held 76,957 shares of State Street SPDR S&P 500 ETF Trust worth $50M as of Q1 2026.
- Lebenthal Global Advisors bought 3,395 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $2.31M.
- State Street SPDR S&P 500 ETF Trust made up 7.28% of Lebenthal Global Advisors's portfolio in Q1 2026, its #1 holding.
- Lebenthal Global Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 21 quarters since.
- Lebenthal Global Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $50.2M in Q4 2025.
- 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.