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 Q3	$2.14M	Buy	2,808 +2,373	+546%	+$1.8M	0.96%	25
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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Lighthouse Financial's SPY Position: Q3 2026 in Review

Lighthouse Financial increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 546% in Q3 2026, buying an estimated $1.8M and bringing the position to 2,808 shares worth $2.14M. The position accounts for 0.96% of the portfolio, ranked #25.

Lighthouse Financial first reported a position in SPY in Q4 2024 and has held it in 8 quarters since. 2,238 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Lighthouse Financial held 2,808 shares of State Street SPDR S&P 500 ETF Trust worth $2.14M as of Q3 2026.
Lighthouse Financial bought 2,373 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $1.8M.
State Street SPDR S&P 500 ETF Trust made up 0.96% of Lighthouse Financial's portfolio in Q3 2026, its #25 holding.
Lighthouse Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 8 quarters since.
2,238 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Lighthouse Financial's 13F filing for Q3 2026, filed 23 Oct 2026.