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

LOM Asset 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	$3.84M	Sell	5,912 -38	-0.6%	-$25.8K	1.11%	26
2025 Q4	$4.06M	Sell	5,950 -30	-0.5%	-$20.3K	1.18%	21
2025 Q3	$3.98M	Sell	5,980 -227	-4%	-$146K	1.22%	20
2025 Q2	$3.83M	Buy	+6,207	New	+$3.55M	1.3%	19

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

LOM Asset Management's SPY Position: Q1 2026 in Review

LOM Asset Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.64% in Q1 2026, selling an estimated $25.8K and leaving 5,912 shares worth $3.84M. The position accounts for 1.11% of the portfolio, ranked #26.

LOM Asset Management first reported a position in SPY in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.06M in Q4 2025. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

LOM Asset Management held 5,912 shares of State Street SPDR S&P 500 ETF Trust worth $3.84M as of Q1 2026.
LOM Asset Management sold 38 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $25.8K.
State Street SPDR S&P 500 ETF Trust made up 1.11% of LOM Asset Management's portfolio in Q1 2026, its #26 holding.
LOM Asset Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2025 and has held it in 4 quarters since.
LOM Asset Management's State Street SPDR S&P 500 ETF Trust position peaked at $4.06M 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 LOM Asset Management's 13F filing for Q1 2026, filed 5 May 2026.