LGT Financial Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

LGT Financial Advisors’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	$3.77M	Buy	5,045 +2	+0%	+$1.45K	19.92%	1
2026 Q1	$3.28M	Buy	+5,043	New	+$3.43M	16.81%	1
2025 Q4	–	Sell	-5,008	Closed	-$3.34M	–	361
2025 Q3	$3.34M	Buy	5,008 +12	+0.2%	+$7.69K	7.2%	1
2025 Q2	$3.09M	Buy	4,996 +1,410	+39%	+$806K	7.83%	1
2025 Q1	$2.01M	Buy	3,586 +43	+1%	+$25.3K	6.13%	2
2024 Q4	$2.08M	Buy	3,543 +10	+0.3%	+$5.89K	4.59%	2
2024 Q3	$2.03M	Sell	3,533 -204	-5%	-$113K	5%	2
2024 Q2	$2.03M	Sell	3,737 -299	-7%	-$156K	4.29%	2
2024 Q1	$2.11M	Buy	4,036 +13	+0.3%	+$6.47K	2.45%	5
2023 Q4	$1.91M	Buy	4,023 +14	+0.3%	+$6.24K	2.34%	7
2023 Q3	$1.71M	Buy	4,009 +12	+0.3%	+$5.34K	2.18%	7
2023 Q2	$1.77M	Buy	3,997 +13	+0.3%	+$5.46K	1.89%	9
2023 Q1	$1.63M	Buy	3,984 +15	+0.4%	+$5.99K	3.04%	7
2022 Q4	$1.52M	Buy	+3,969	New	+$1.53M	1.79%	12

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

LGT Financial Advisors's SPY Position: Q2 2026 in Review

LGT Financial Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.04% in Q2 2026, buying an estimated $1.45K and bringing the position to 5,045 shares worth $3.77M. The position accounts for 19.92% of the portfolio, ranked #1.

LGT Financial Advisors first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

LGT Financial Advisors held 5,045 shares of State Street SPDR S&P 500 ETF Trust worth $3.77M as of Q2 2026.
LGT Financial Advisors bought 2 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.45K.
State Street SPDR S&P 500 ETF Trust made up 19.92% of LGT Financial Advisors's portfolio in Q2 2026, its #1 holding.
LGT Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 14 quarters since.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.