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

Lighthouse Financial’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	$325K	Hold	435	–	–	0.17%	62
2026 Q1	$283K	Buy	435 +20	+5%	+$13.6K	0.17%	57
2025 Q4	$283K	Buy	415 +23	+6%	+$15.5K	0.18%	55
2025 Q3	$261K	Hold	392	–	–	0.17%	61
2025 Q2	$242K	Hold	392	–	–	0.19%	60
2025 Q1	$219K	Hold	392	–	–	0.19%	62
2024 Q4	$230K	Buy	+392	New	+$231K	0.19%	66

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

Lighthouse Financial's SPY Position: Q2 2026 in Review

Lighthouse Financial held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 435 shares worth $325K. The position accounts for 0.17% of the portfolio, ranked #62.

Lighthouse Financial first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 4,655 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Lighthouse Financial held 435 shares of State Street SPDR S&P 500 ETF Trust worth $325K as of Q2 2026.
Lighthouse Financial 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 0.17% of Lighthouse Financial's portfolio in Q2 2026, its #62 holding.
Lighthouse Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
4,655 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Lighthouse Financial's 13F filing for Q2 2026, filed 14 Aug 2026.