LJI Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
LJI Wealth Management's SPY Position: Q1 2026 in Review
LJI Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.7% in Q1 2026, buying an estimated $106K and bringing the position to 9,256 shares worth $6.02M. The position accounts for 0.96% of the portfolio, ranked #15.
LJI Wealth Management first reported a position in SPY in Q4 2022 and has held it in 13 quarters since. The position peaked at $6.21M in Q4 2025. 4,558 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- LJI Wealth Management held 9,256 shares of State Street SPDR S&P 500 ETF Trust worth $6.02M as of Q1 2026.
- LJI Wealth Management bought 156 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $106K.
- State Street SPDR S&P 500 ETF Trust made up 0.96% of LJI Wealth Management's portfolio in Q1 2026, its #15 holding.
- LJI Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 13 quarters since.
- LJI Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $6.21M in Q4 2025.
- 4,558 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on LJI Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.