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

Lincoln Capital’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	$848K	Sell	1,111 -22	-2%	-$16.7K	0.15%	72
2026 Q2	$846K	Sell	1,133 -5	-0.4%	-$3.63K	0.15%	71
2026 Q1	$740K	Hold	1,138	–	–	0.14%	74
2025 Q4	$776K	Sell	1,138 -6	-0.5%	-$4.05K	0.14%	75
2025 Q3	$765K	Hold	1,144	–	–	0.14%	74
2025 Q2	$707K	Hold	1,144	–	–	0.14%	77
2025 Q1	$603K	Buy	1,144 +38	+3%	+$22.3K	0.13%	75
2024 Q4	$648K	Buy	1,106 +60	+6%	+$35.4K	0.14%	70
2024 Q3	$600K	Buy	1,046 +44	+4%	+$24.3K	0.13%	73
2024 Q2	$546K	Buy	1,002 +25	+3%	+$13.1K	0.12%	74
2024 Q1	$511K	Hold	977	–	–	0.11%	76
2023 Q4	$465K	Buy	977 +20	+2%	+$8.91K	0.11%	77
2023 Q3	$409K	Buy	957 +371	+63%	+$165K	0.11%	76
2023 Q2	$260K	Buy	586 +1	+0.2%	+$420	0.07%	89
2023 Q1	$240K	Buy	585 +1	+0.2%	+$399	0.07%	96
2022 Q4	$223K	Sell	584 -5	-0.8%	-$1.92K	0.06%	99
2022 Q3	$210K	Hold	589	–	–	0.07%	95
2022 Q2	$222K	Buy	589 +52	+10%	+$21.3K	0.06%	100
2022 Q1	$243K	Buy	537 +3	+0.6%	+$1.34K	0.06%	100
2021 Q4	$254K	Hold	534	–	–	0.06%	95
2021 Q3	$229K	Buy	534 +1	+0.2%	+$441	0.06%	98
2021 Q2	$228K	Buy	533 +4	+0.8%	+$1.67K	0.06%	94
2021 Q1	$210K	Buy	+529	New	+$204K	0.07%	88

Other funds holding SPY

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

PWM

Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

FCM

Floyd Capital Management Texarkana, Texas $115M AUM 14.48% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

Lincoln Capital's SPY Position: Q3 2026 in Review

Lincoln Capital reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.9% in Q3 2026, selling an estimated $16.7K and leaving 1,111 shares worth $848K. The position accounts for 0.15% of the portfolio, ranked #72.

Lincoln Capital first reported a position in SPY in Q1 2021 and has held it in 23 quarters since. 263 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Lincoln Capital held 1,111 shares of State Street SPDR S&P 500 ETF Trust worth $848K as of Q3 2026.
Lincoln Capital sold 22 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $16.7K.
State Street SPDR S&P 500 ETF Trust made up 0.15% of Lincoln Capital's portfolio in Q3 2026, its #72 holding.
Lincoln Capital first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2021 and has held it in 23 quarters since.
263 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Lincoln Capital's 13F filing for Q3 2026, filed 9 Oct 2026.