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

Limestone Investment 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 Q1	$6.37M	Sell	9,800 -344	-3%	-$234K	0.51%	35
2025 Q4	$6.92M	Sell	10,144 -90,161	-90%	-$60.9M	0.66%	25
2025 Q3	$66.8M	Sell	100,305 -68,339	-41%	-$43.8M	5.29%	2
2025 Q2	$104M	Buy	+168,644	New	+$96.4M	9.08%	1

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Limestone Investment Advisors's SPY Position: Q1 2026 in Review

Limestone Investment Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.4% in Q1 2026, selling an estimated $234K and leaving 9,800 shares worth $6.37M. The position accounts for 0.51% of the portfolio, ranked #35.

Limestone Investment Advisors first reported a position in SPY in Q2 2025 and has held it in 4 quarters since. The position peaked at $104M in Q2 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Limestone Investment Advisors held 9,800 shares of State Street SPDR S&P 500 ETF Trust worth $6.37M as of Q1 2026.
Limestone Investment Advisors sold 344 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $234K.
State Street SPDR S&P 500 ETF Trust made up 0.51% of Limestone Investment Advisors's portfolio in Q1 2026, its #35 holding.
Limestone Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2025 and has held it in 4 quarters since.
Limestone Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $104M in Q2 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Limestone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.