Leelyn Smith’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Leelyn Smith’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	$320K	Buy	420 +14	+3%	+$10.6K	0.04%	139
2026 Q2	$303K	Hold	406	–	–	0.04%	139
2026 Q1	$264K	Hold	406	–	–	0.04%	137
2025 Q4	$277K	Buy	406 +100	+33%	+$67.6K	0.04%	134
2025 Q3	$204K	Buy	+306	New	+$196K	0.03%	144
2023 Q1	–	Sell	-58	Closed	-$22.2K	–	381
2022 Q4	$22.2K	Buy	+58	New	+$22.3K	0.01%	249
2022 Q3	–	Sell	-1	Closed	–	–	506
2022 Q2	$0	Hold	1	–	–	﹤0.01%	410
2022 Q1	$0	Hold	1	–	–	﹤0.01%	399
2021 Q4	$0	Hold	1	–	–	﹤0.01%	411
2021 Q3	$0	Buy	+1	New	+$441	﹤0.01%	377
2021 Q2	–	Sell	-183	Closed	-$73K	–	384
2021 Q1	$73K	Sell	183 -1,400	-88%	-$540K	0.02%	194
2020 Q4	$88K	Buy	1,583 +1,281	+424%	+$454K	0.03%	172
2020 Q3	$101K	Sell	302 -1	-0.3%	-$331	0.04%	160
2020 Q2	$94K	Hold	303	–	–	0.04%	166
2020 Q1	$78K	Sell	303 -200	-40%	-$61K	0.04%	151
2019 Q4	$162K	Buy	+503	New	+$155K	0.08%	118

Other funds holding SPY

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Leelyn Smith's SPY Position: Q3 2026 in Review

Leelyn Smith increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.4% in Q3 2026, buying an estimated $10.6K and bringing the position to 420 shares worth $320K. The position accounts for 0.04% of the portfolio, ranked #139.

Leelyn Smith first reported a position in SPY in Q4 2019 and has held it in 16 quarters since. 3,363 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Leelyn Smith held 420 shares of State Street SPDR S&P 500 ETF Trust worth $320K as of Q3 2026.
Leelyn Smith bought 14 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $10.6K.
State Street SPDR S&P 500 ETF Trust made up 0.04% of Leelyn Smith's portfolio in Q3 2026, its #139 holding.
Leelyn Smith first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 16 quarters since.
3,363 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Leelyn Smith's 13F filing for Q3 2026, filed 3 Nov 2026.