LM Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
LM Advisors's SPY Position: Q2 2026 in Review
LM Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 66,535% in Q2 2026, buying an estimated $235M and bringing the position to 325,178 shares worth $61.1M. The position accounts for 7.05% of the portfolio, ranked #3.
LM Advisors first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. The position peaked at $70.6M in Q2 2024. 4,641 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- LM Advisors held 325,178 shares of State Street SPDR S&P 500 ETF Trust worth $61.1M as of Q2 2026.
- LM Advisors bought 324,690 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $235M.
- State Street SPDR S&P 500 ETF Trust made up 7.05% of LM Advisors's portfolio in Q2 2026, its #3 holding.
- LM Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
- LM Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $70.6M in Q2 2024.
- 4,641 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.