Linscomb Wealth’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Linscomb Wealth’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
2022 Q2	–	Sell	-1,500	Closed	-$677K	–	327
2022 Q1	$677K	Buy	+1,500	New	+$668K	0.03%	216
2021 Q1	–	Sell	-1,500	Closed	-$561K	–	340
2020 Q4	$561K	Buy	1,500 +500	+50%	+$177K	0.03%	193
2020 Q3	$334K	Buy	+1,000	New	+$331K	0.02%	228

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

Linscomb Wealth's SPY Position: Q2 2026 in Review

Linscomb Wealth reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.5% in Q2 2026, selling an estimated $210K and leaving 11,264 shares worth $8.41M. The position accounts for 0.36% of the portfolio, ranked #56.

Linscomb Wealth first reported a position in SPY in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.6M in Q4 2021. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Linscomb Wealth held 11,264 shares of State Street SPDR S&P 500 ETF Trust worth $8.41M as of Q2 2026.
Linscomb Wealth sold 290 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $210K.
State Street SPDR S&P 500 ETF Trust made up 0.36% of Linscomb Wealth's portfolio in Q2 2026, its #56 holding.
Linscomb Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 53 quarters since.
Linscomb Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $10.6M in Q4 2021.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.