Leo H. Evart Inc’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$439K Buy
588
+1
+0.2% +$725 0.35% 39
2026
Q1
$382K Buy
+587
New +$399K 0.33% 41

Other funds holding SPY

Leo H. Evart Inc's SPY Position: Q2 2026 in Review

Leo H. Evart Inc increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.17% in Q2 2026, buying an estimated $725 and bringing the position to 588 shares worth $439K. The position accounts for 0.35% of the portfolio, ranked #39.

Leo H. Evart Inc first reported a position in SPY in Q1 2026 and has held it in 2 quarters since. 4,658 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Leo H. Evart Inc held 588 shares of State Street SPDR S&P 500 ETF Trust worth $439K as of Q2 2026.
  • Leo H. Evart Inc bought 1 State Street SPDR S&P 500 ETF Trust share in Q2 2026, an estimated $725.
  • State Street SPDR S&P 500 ETF Trust made up 0.35% of Leo H. Evart Inc's portfolio in Q2 2026, its #39 holding.
  • Leo H. Evart Inc first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2026 and has held it in 2 quarters since.
  • 4,658 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Leo H. Evart Inc's 13F filing for Q2 2026, filed 18 Aug 2026.