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 Q2	$225M	Sell	300,800 -130,200	-30%	-$94.4M	16.68%	1
2026 Q1	$280M	Buy	431,000 +148,800	+53%	+$101M	22.43%	1
2025 Q4	$192M	Sell	282,200 -173,800	-38%	-$117M	18.44%	1
2025 Q3	$304M	Buy	+456,000	New	+$292M	24.06%	1

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

Limestone Investment Advisors's SPY Position: Q2 2026 in Review

Limestone Investment Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 645% in Q2 2026, buying an estimated $45.8M and bringing the position to 73,026 shares worth $54.5M. The position accounts for 4.05% of the portfolio, ranked #3.

Limestone Investment Advisors first reported a position in SPY in Q2 2025 and has held it in 5 quarters since. The position peaked at $104M in Q2 2025. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Limestone Investment Advisors held 73,026 shares of State Street SPDR S&P 500 ETF Trust worth $54.5M as of Q2 2026.
Limestone Investment Advisors bought 63,226 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $45.8M.
State Street SPDR S&P 500 ETF Trust made up 4.05% of Limestone Investment Advisors's portfolio in Q2 2026, its #3 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 5 quarters since.
Limestone Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $104M in Q2 2025.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Limestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.