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 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	$162	Buy	+503	New	+$155K	0.08%	118

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PAI

Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

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

FTF

Freedom Together Foundation New York $867M AUM 20.05% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Leelyn Smith's SPY Position: Q2 2026 in Review

Leelyn Smith held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 406 shares worth $303K. 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 15 quarters since. 2,599 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Leelyn Smith held 406 shares of State Street SPDR S&P 500 ETF Trust worth $303K as of Q2 2026.
Leelyn Smith left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.04% of Leelyn Smith's portfolio in Q2 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 15 quarters since.
2,599 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Leelyn Smith's 13F filing for Q2 2026, filed 24 Jul 2026.