Lloyd Advisory Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Lloyd Advisory Services’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	$58.2K	Sell	78 -131	-63%	-$95K	0.02%	222
2026 Q1	$136K	Sell	209 -2,149	-91%	-$1.46M	0.04%	184
2025 Q4	$1.61M	Buy	+2,358	New	+$1.59M	0.62%	28
2023 Q4	–	Sell	-2,077	Closed	-$888K	–	311
2023 Q3	$888K	Buy	+2,077	New	+$924K	0.29%	78
2022 Q2	–	Sell	-42	Closed	-$19K	–	485
2022 Q1	$19K	Buy	+42	New	+$18.7K	0.01%	356
2020 Q3	–	Sell	-57	Closed	-$18K	–	383
2020 Q2	$18K	Buy	+57	New	+$16.7K	0.01%	166
2020 Q1	–	Sell	-6	Closed	-$2K	–	391
2019 Q4	$2K	Buy	+6	New	+$1.85K	﹤0.01%	313

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

Lloyd Advisory Services's SPY Position: Q2 2026 in Review

Lloyd Advisory Services reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 63% in Q2 2026, selling an estimated $95K and leaving 78 shares worth $58.2K. The position accounts for 0.02% of the portfolio, ranked #222.

Lloyd Advisory Services first reported a position in SPY in Q4 2019 and has held it in 7 quarters since. The position peaked at $1.61M in Q4 2025. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Lloyd Advisory Services held 78 shares of State Street SPDR S&P 500 ETF Trust worth $58.2K as of Q2 2026.
Lloyd Advisory Services sold 131 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $95K.
State Street SPDR S&P 500 ETF Trust made up 0.02% of Lloyd Advisory Services's portfolio in Q2 2026, its #222 holding.
Lloyd Advisory Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 7 quarters since.
Lloyd Advisory Services's State Street SPDR S&P 500 ETF Trust position peaked at $1.61M in Q4 2025.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.