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

Lord & Richards 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
2025
Q2 		– Sell
-1
Closed -$559 – 149
2025
Q1 		$559 Buy
+1
New +$588 ﹤0.01% 172

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lord & Richards Wealth Management's SPY Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2025, closing a stake of 1 share — an estimated $559 sold.

Lord & Richards Wealth Management first reported a position in SPY in Q1 2025 and held it in 1 quarter. The position peaked at $559 in Q1 2025. 4,228 funds tracked by Wall St. Rank hold SPY as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 1 State Street SPDR S&P 500 ETF Trust share in Q2 2025, an estimated $559.
  • Lord & Richards Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $559 in Q1 2025.
  • 4,228 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.