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 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 $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LMG Wealth Partners's SPY Position: Q1 2026 in Review

LMG Wealth Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.02% in Q1 2026, buying an estimated $2.72K and bringing the position to 17,914 shares worth $11.7M. The position accounts for 2.12% of the portfolio, ranked #11.

LMG Wealth Partners first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.2M in Q4 2025. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

LMG Wealth Partners held 17,914 shares of State Street SPDR S&P 500 ETF Trust worth $11.7M as of Q1 2026.
LMG Wealth Partners bought 4 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $2.72K.
State Street SPDR S&P 500 ETF Trust made up 2.12% of LMG Wealth Partners's portfolio in Q1 2026, its #11 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 14 quarters since.
LMG Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $12.2M in Q4 2025.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.