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

Lodestone Wealth 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 Q3	$1.87M	Buy	2,456 +1,015	+70%	+$771K	0.63%	45
2026 Q2	$1.08M	Buy	1,441 +506	+54%	+$367K	0.38%	75
2026 Q1	$608K	Sell	935 -118	-11%	-$80.2K	0.24%	92
2025 Q4	$718K	Sell	1,053 -574	-35%	-$388K	0.29%	80
2025 Q3	$1.08M	Buy	1,627 +726	+81%	+$465K	0.49%	63
2025 Q2	$556K	Buy	901 +35	+4%	+$20K	0.27%	92
2025 Q1	$485K	Sell	866 -3,905	-82%	-$2.3M	0.26%	95
2024 Q4	$2.8M	Buy	4,771 +3,924	+463%	+$2.31M	1.4%	22
2024 Q3	$486K	Sell	847 -894	-51%	-$494K	0.24%	89
2024 Q2	$948K	Sell	1,741 -1,626	-48%	-$851K	0.5%	64
2024 Q1	$1.76M	Buy	3,367 +1,722	+105%	+$857K	0.92%	42
2023 Q4	$782K	Sell	1,645 -2,256	-58%	-$1M	0.45%	64
2023 Q3	$1.67M	Buy	+3,901	New	+$1.74M	1.17%	30

Other funds holding SPY

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Lodestone Wealth Management's SPY Position: Q3 2026 in Review

Lodestone Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 70% in Q3 2026, buying an estimated $771K and bringing the position to 2,456 shares worth $1.87M. The position accounts for 0.63% of the portfolio, ranked #45.

Lodestone Wealth Management first reported a position in SPY in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.8M in Q4 2024. 2,019 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Lodestone Wealth Management held 2,456 shares of State Street SPDR S&P 500 ETF Trust worth $1.87M as of Q3 2026.
Lodestone Wealth Management bought 1,015 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $771K.
State Street SPDR S&P 500 ETF Trust made up 0.63% of Lodestone Wealth Management's portfolio in Q3 2026, its #45 holding.
Lodestone Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2023 and has held it in 13 quarters since.
Lodestone Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $2.8M in Q4 2024.
2,019 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.