Long Road Investment Counsel’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Long Road Investment Counsel’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	$1.74M	Hold	2,679	–	–	0.68%	35
2025 Q4	$1.83M	Hold	2,679	–	–	0.69%	41
2025 Q3	$1.78M	Hold	2,679	–	–	0.63%	40
2025 Q2	$1.66M	Buy	2,679 +1,420	+113%	+$812K	0.62%	42
2025 Q1	$704K	Sell	1,259 -1,355	-52%	-$796K	0.27%	54
2024 Q4	$1.53M	Hold	2,614	–	–	0.63%	38
2024 Q3	$1.5M	Hold	2,614	–	–	0.6%	40
2024 Q2	$1.42M	Buy	2,614 +550	+27%	+$288K	0.62%	40
2024 Q1	$1.08M	Hold	2,064	–	–	0.45%	46
2023 Q4	$997K	Hold	2,064	–	–	0.41%	47
2023 Q3	$882K	Buy	2,064 +75	+4%	+$33.4K	0.43%	48
2023 Q2	$882K	Sell	1,989 -200	-9%	-$83.9K	0.41%	47
2023 Q1	$896K	Sell	2,189 -30	-1%	-$12K	0.43%	48
2022 Q4	$849K	Buy	2,219 +30	+1%	+$11.5K	0.42%	48
2022 Q3	$782K	Hold	2,189	–	–	0.43%	50
2022 Q2	$826K	Sell	2,189 -30	-1%	-$12.3K	0.42%	53
2022 Q1	$1M	Buy	2,219 +190	+9%	+$84.6K	0.45%	50
2021 Q4	$964K	Hold	2,029	–	–	0.38%	51
2021 Q3	$871K	Hold	2,029	–	–	0.38%	51
2021 Q2	$869K	Hold	2,029	–	–	0.38%	51
2021 Q1	$804K	Hold	2,029	–	–	0.36%	52
2020 Q4	$759K	Sell	2,029 -30	-1%	-$10.6K	0.37%	53
2020 Q3	$690K	Buy	2,059 +30	+1%	+$9.94K	0.39%	51
2020 Q2	$626K	Sell	2,029 -1,066	-34%	-$312K	0.37%	54
2020 Q1	$798K	Sell	3,095 -811	-21%	-$247K	0.57%	44
2019 Q4	$1.26M	Sell	3,906 -373	-9%	-$115K	0.74%	41
2019 Q3	$1.27M	Sell	4,279 -117	-3%	-$34.6K	0.74%	40
2019 Q2	$1.29M	Sell	4,396 -30	-0.7%	-$8.64K	0.76%	37
2019 Q1	$1.25M	Buy	4,426 +2,720	+159%	+$739K	0.77%	39
2018 Q4	$426K	Sell	1,706 -2,750	-62%	-$742K	0.33%	55
2018 Q3	$1.29M	Hold	4,456	–	–	0.86%	38
2018 Q2	$1.21M	Sell	4,456 -100	-2%	-$27K	0.86%	39
2018 Q1	$1.2M	Sell	4,556 -10	-0.2%	-$2.73K	0.84%	40
2017 Q4	$1.22M	Buy	4,566 +30	+0.7%	+$7.8K	0.84%	40
2017 Q3	$1.14M	Hold	4,536	–	–	0.81%	40
2017 Q2	$1.1M	Hold	4,536	–	–	0.81%	40
2017 Q1	$1.07M	Buy	4,536 +1,300	+40%	+$302K	0.79%	38
2016 Q4	$723K	Hold	3,236	–	–	0.56%	48
2016 Q3	$700K	Hold	3,236	–	–	0.54%	51
2016 Q2	$678K	Buy	3,236 +1,420	+78%	+$295K	0.53%	50
2016 Q1	$373K	Hold	1,816	–	–	0.29%	56
2015 Q4	$370K	Hold	1,816	–	–	0.3%	56
2015 Q3	$348K	Hold	1,816	–	–	0.3%	56
2015 Q2	$374K	Hold	1,816	–	–	0.3%	57
2015 Q1	$375K	Hold	1,816	–	–	0.32%	52
2014 Q4	$373K	Buy	+1,816	New	+$365K	0.34%	50

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

Long Road Investment Counsel's SPY Position: Q1 2026 in Review

Long Road Investment Counsel held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 2,679 shares worth $1.74M. The position accounts for 0.68% of the portfolio, ranked #35.

Long Road Investment Counsel first reported a position in SPY in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.83M in Q4 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Long Road Investment Counsel held 2,679 shares of State Street SPDR S&P 500 ETF Trust worth $1.74M as of Q1 2026.
Long Road Investment Counsel left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.68% of Long Road Investment Counsel's portfolio in Q1 2026, its #35 holding.
Long Road Investment Counsel first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2014 and has held it in 46 quarters since.
Long Road Investment Counsel's State Street SPDR S&P 500 ETF Trust position peaked at $1.83M in Q4 2025.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Long Road Investment Counsel's 13F filing for Q1 2026, filed 8 May 2026.