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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Lodestone Wealth Management's SPY Position: Q2 2026 in Review

Lodestone Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 54% in Q2 2026, buying an estimated $367K and bringing the position to 1,441 shares worth $1.08M. The position accounts for 0.38% of the portfolio, ranked #75.

Lodestone Wealth Management first reported a position in SPY in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.8M in Q4 2024. 2,016 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Lodestone Wealth Management held 1,441 shares of State Street SPDR S&P 500 ETF Trust worth $1.08M as of Q2 2026.
Lodestone Wealth Management bought 506 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $367K.
State Street SPDR S&P 500 ETF Trust made up 0.38% of Lodestone Wealth Management's portfolio in Q2 2026, its #75 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 12 quarters since.
Lodestone Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $2.8M in Q4 2024.
2,016 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.