Lockheed Martin Investment Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Lockheed Martin Investment Management’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	–	Sell	-6,000	Closed	-$4.09M	–	113
2025 Q4	$4.09M	Hold	6,000	–	–	0.14%	79
2025 Q3	$4M	Sell	6,000 -14,000	-70%	-$8.97M	0.15%	85
2025 Q2	$12.4M	Hold	20,000	–	–	0.45%	44
2025 Q1	$11.2M	Sell	20,000 -10,000	-33%	-$5.88M	0.46%	52
2024 Q4	$17.6M	Hold	30,000	–	–	0.7%	37
2024 Q3	$17.2M	Hold	30,000	–	–	0.8%	30
2024 Q2	$16.3M	Hold	30,000	–	–	0.95%	23
2024 Q1	$15.7M	Sell	30,000 -15,000	-33%	-$7.47M	1.14%	19
2023 Q4	$21.4M	Hold	45,000	–	–	1.53%	15
2023 Q3	$19.2M	Hold	45,000	–	–	1.48%	14
2023 Q2	$19.9M	Hold	45,000	–	–	1.14%	20
2023 Q1	$18.4M	Sell	45,000 -67,000	-60%	-$26.7M	1.04%	19
2022 Q4	$42.8M	Hold	112,000	–	–	2.84%	9
2022 Q3	$40M	Sell	112,000 -33,000	-23%	-$13.1M	3.22%	9
2022 Q2	$54.7M	Hold	145,000	–	–	3.72%	6
2022 Q1	$65.5M	Sell	145,000 -15,000	-9%	-$6.68M	3.6%	4
2021 Q4	$76M	Sell	160,000 -10,000	-6%	-$4.59M	4.07%	5
2021 Q3	$73M	Sell	170,000 -6,000	-3%	-$2.65M	3.95%	8
2021 Q2	$75.3M	Sell	176,000 -92,680	-34%	-$38.7M	3.94%	7
2021 Q1	$106M	Sell	268,680 -30,000	-10%	-$11.6M	5.45%	6
2020 Q4	$112M	Buy	+298,680	New	+$106M	5.78%	5
2019 Q1	–	Sell	-75,550	Closed	-$18.9M	–	120
2018 Q4	$18.9M	Sell	75,550 -205,350	-73%	-$55.4M	0.89%	23
2018 Q3	$81.7M	Buy	280,900 +154,650	+122%	+$44M	3.51%	13
2018 Q2	$34.2M	Sell	126,250 -174,605	-58%	-$47.2M	1.61%	15
2018 Q1	$79.2M	Sell	300,855 -40,690	-12%	-$11.1M	3.28%	13
2017 Q4	$91.1M	Buy	341,545 +99,390	+41%	+$25.8M	4.2%	9
2017 Q3	$60.8M	Buy	242,155 +142,355	+143%	+$35.1M	3.22%	11
2017 Q2	$24.1M	Buy	99,800 +73,900	+285%	+$17.7M	1.32%	18
2017 Q1	$6.11M	Buy	+25,900	New	+$6.02M	0.35%	41
2016 Q4	–	Sell	-92,340	Closed	-$20M	–	123
2016 Q3	$20M	Sell	92,340 -81,960	-47%	-$17.7M	1.73%	15
2016 Q2	$36.5M	Sell	174,300 -96,200	-36%	-$20M	3.62%	10
2016 Q1	$55.6M	Buy	270,500 +16,300	+6%	+$3.18M	5.36%	6
2015 Q4	$51.8M	Sell	254,200 -10,100	-4%	-$2.07M	4.88%	7
2015 Q3	$50.6M	Buy	264,300 +15,836	+6%	+$3.21M	5.7%	7
2015 Q2	$51.1M	Sell	248,464 -18,669	-7%	-$3.93M	2.53%	13
2015 Q1	$55.1M	Sell	267,133 -42,588	-14%	-$8.79M	2.67%	12
2014 Q4	$63.7M	Sell	309,721 -66,468	-18%	-$13.4M	2.71%	13
2014 Q3	$74.1M	Buy	376,189 +134,833	+56%	+$26.7M	3.36%	12
2014 Q2	$47.2M	Sell	241,356 -39,644	-14%	-$7.54M	2.15%	16
2014 Q1	$52.5M	Sell	281,000 -163,518	-37%	-$30M	2.69%	12
2013 Q4	$82.1M	Buy	444,518 +189,518	+74%	+$33.5M	4.57%	6
2013 Q3	$42.8M	Sell	255,000 -642,000	-72%	-$108M	2.43%	13
2013 Q2	$144M	Buy	+897,000	New	+$144M	8.78%	3

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

Lockheed Martin Investment Management's SPY Position: Q1 2026 in Review

Lockheed Martin Investment Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026, closing a stake of 6,000 shares — an estimated $4.09M sold.

Lockheed Martin Investment Management first reported a position in SPY in Q2 2013 and held it in 43 quarters. The position peaked at $144M in Q2 2013. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Lockheed Martin Investment Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2026 after selling out during the quarter.
Lockheed Martin Investment Management sold 6,000 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $4.09M.
Lockheed Martin Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and held it in 43 quarters.
Lockheed Martin Investment Management's State Street SPDR S&P 500 ETF Trust position peaked at $144M in Q2 2013.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Lockheed Martin Investment Management's 13F filing for Q1 2026, filed 7 May 2026.