Lodestar Private Asset Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Lodestar Private Asset Management's SPY Position: Q1 2026 in Review
Lodestar Private Asset Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1% in Q1 2026, buying an estimated $195K and bringing the position to 28,676 shares worth $18.6M. The position accounts for 1.84% of the portfolio, ranked #16.
Lodestar Private Asset Management first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $19.4M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Lodestar Private Asset Management held 28,676 shares of State Street SPDR S&P 500 ETF Trust worth $18.6M as of Q1 2026.
- Lodestar Private Asset Management bought 287 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $195K.
- State Street SPDR S&P 500 ETF Trust made up 1.84% of Lodestar Private Asset Management's portfolio in Q1 2026, its #16 holding.
- Lodestar Private Asset Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 14 quarters since.
- Lodestar Private Asset Management's State Street SPDR S&P 500 ETF Trust position peaked at $19.4M in Q4 2025.
- 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.