Lincoln Capital Corp’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Lincoln Capital Corp’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	$1.51M	Sell	2,021 -6	-0.3%	-$4.35K	0.49%	46
2026 Q1	$1.32M	Hold	2,027	–	–	0.49%	43
2025 Q4	$1.38M	Buy	2,027 +10	+0.5%	+$6.76K	0.49%	41
2025 Q3	$1.34M	Sell	2,017 -4	-0.2%	-$2.56K	0.48%	43
2025 Q2	$1.25M	Sell	2,021 -3	-0.1%	-$1.72K	0.48%	43
2025 Q1	$1.13M	Hold	2,024	–	–	0.47%	43
2024 Q4	$1.19M	Hold	2,024	–	–	0.49%	40
2024 Q3	$1.16M	Sell	2,024 -62	-3%	-$34.3K	0.47%	39
2024 Q2	$1.14M	Hold	2,086	–	–	0.49%	38
2024 Q1	$1.09M	Sell	2,086 -4	-0.2%	-$1.99K	0.48%	35
2023 Q4	$993K	Hold	2,090	–	–	0.49%	37
2023 Q3	$893K	Buy	2,090 +75	+4%	+$33.4K	0.48%	37
2023 Q2	$893K	Sell	2,015 -30	-1%	-$12.6K	0.46%	36
2023 Q1	$837K	Buy	2,045 +107	+6%	+$42.7K	0.49%	36
2022 Q4	$741K	Sell	1,938 -27	-1%	-$10.4K	0.45%	36
2022 Q3	$702K	Sell	1,965 -34	-2%	-$13.5K	0.47%	37
2022 Q2	$754K	Sell	1,999 -2	-0.1%	-$819	0.49%	36
2022 Q1	$904K	Sell	2,001 -19	-0.9%	-$8.46K	0.47%	37
2021 Q4	$959K	Sell	2,020 -85	-4%	-$39K	0.46%	39
2021 Q3	$903K	Sell	2,105 -236	-10%	-$104K	0.49%	36
2021 Q2	$1M	Buy	2,341 +55	+2%	+$23K	0.57%	33
2021 Q1	$906K	Sell	2,286 -92	-4%	-$35.5K	0.57%	31
2020 Q4	$889K	Buy	2,378 +119	+5%	+$42.2K	0.58%	30
2020 Q3	$756K	Sell	2,259 -10	-0.4%	-$3.31K	0.55%	33
2020 Q2	$700K	Buy	2,269 +171	+8%	+$50.1K	0.55%	32
2020 Q1	$541	Sell	2,098 -17,374	-89%	-$5.3M	0.24%	35
2019 Q4	$6.27M	Sell	19,472 -29	-0.1%	-$8.93K	4.65%	6
2019 Q3	$5.79M	Sell	19,501 -2,280	-10%	-$674K	4.89%	5
2019 Q2	$6.38M	Sell	21,781 -173	-0.8%	-$49.8K	5.62%	3
2019 Q1	$6.2M	Sell	21,954 -1,030	-4%	-$280K	5.61%	2
2018 Q4	$5.74M	Buy	+22,984	New	+$6.2M	5.3%	2
2017 Q2	–	Sell	-2,850	Closed	-$672K	–	54
2017 Q1	$672K	Buy	+2,850	New	+$662K	0.6%	37

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAI

Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Lincoln Capital Corp's SPY Position: Q2 2026 in Review

Lincoln Capital Corp reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.3% in Q2 2026, selling an estimated $4.35K and leaving 2,021 shares worth $1.51M. The position accounts for 0.49% of the portfolio, ranked #46.

Lincoln Capital Corp first reported a position in SPY in Q1 2017 and has held it in 32 quarters since. The position peaked at $6.38M in Q2 2019. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Lincoln Capital Corp held 2,021 shares of State Street SPDR S&P 500 ETF Trust worth $1.51M as of Q2 2026.
Lincoln Capital Corp sold 6 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $4.35K.
State Street SPDR S&P 500 ETF Trust made up 0.49% of Lincoln Capital Corp's portfolio in Q2 2026, its #46 holding.
Lincoln Capital Corp first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2017 and has held it in 32 quarters since.
Lincoln Capital Corp's State Street SPDR S&P 500 ETF Trust position peaked at $6.38M in Q2 2019.
2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Lincoln Capital Corp's 13F filing for Q2 2026, filed 16 Jul 2026.