Litman Gregory Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Litman Gregory Wealth Management's SPY Position: Q4 2025 in Review
Litman Gregory Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.07% in Q4 2025, selling an estimated $4.73K and leaving 10,008 shares worth $6.82M. The position accounts for 0.5% of the portfolio, ranked #39.
Litman Gregory Wealth Management first reported a position in SPY in Q1 2016 and has held it in 38 quarters since. 4,629 funds tracked by Wall St. Rank hold SPY as of Q4 2025.
- Litman Gregory Wealth Management held 10,008 shares of State Street SPDR S&P 500 ETF Trust worth $6.82M as of Q4 2025.
- Litman Gregory Wealth Management sold 7 State Street SPDR S&P 500 ETF Trust shares in Q4 2025, an estimated $4.73K.
- State Street SPDR S&P 500 ETF Trust made up 0.5% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #39 holding.
- Litman Gregory Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2016 and has held it in 38 quarters since.
- 4,629 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2025.
Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.