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

LMG Wealth Partners’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	$13.4M	Buy	17,924 +10	+0.1%	+$7.25K	2.14%	8
2026 Q1	$11.7M	Buy	17,914 +4	+0%	+$2.72K	2.12%	11
2025 Q4	$12.2M	Hold	17,910	–	–	2.28%	8
2025 Q3	$11.9M	Buy	17,910 +10	+0.1%	+$6.41K	2.22%	9
2025 Q2	$11.1M	Buy	17,900 +1,315	+8%	+$752K	2.27%	9
2025 Q1	$9.28M	Buy	16,585 +17	+0.1%	+$9.99K	2.07%	11
2024 Q4	$9.71M	Hold	16,568	–	–	2.12%	11
2024 Q3	$9.51M	Hold	16,568	–	–	2.18%	11
2024 Q2	$9.02M	Buy	16,568 +9	+0.1%	+$4.71K	2.25%	10
2024 Q1	$8.66M	Buy	16,559 +14	+0.1%	+$6.97K	2.18%	12
2023 Q4	$7.86M	Buy	16,545 +12	+0.1%	+$5.34K	2.18%	13
2023 Q3	$7.07M	Buy	16,533 +14	+0.1%	+$6.23K	2.15%	13
2023 Q2	$7.32M	Hold	16,519	–	–	2.24%	12
2023 Q1	$6.76M	Hold	16,519	–	–	2.18%	13
2022 Q4	$6.57M	Buy	+16,519	New	+$6.35M	2.17%	14

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

LMG Wealth Partners's SPY Position: Q2 2026 in Review

LMG Wealth Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.06% in Q2 2026, buying an estimated $7.25K and bringing the position to 17,924 shares worth $13.4M. The position accounts for 2.14% of the portfolio, ranked #8.

LMG Wealth Partners first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

LMG Wealth Partners held 17,924 shares of State Street SPDR S&P 500 ETF Trust worth $13.4M as of Q2 2026.
LMG Wealth Partners bought 10 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $7.25K.
State Street SPDR S&P 500 ETF Trust made up 2.14% of LMG Wealth Partners's portfolio in Q2 2026, its #8 holding.
LMG Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.