Loudon Investment Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.04M | Sell |
9,282
-120
| -1% | -$81.6K | 3.25% | 5 |
|
|
2025
Q4 | $6.41M | Sell |
9,402
-65
| -0.7% | -$43.9K | 3.35% | 5 |
|
|
2025
Q3 | $6.31M | Sell |
9,467
-53
| -0.6% | -$34K | 3.3% | 5 |
|
|
2025
Q2 | $5.88M | Buy |
9,520
+122
| +1% | +$69.7K | 3.25% | 6 |
|
|
2025
Q1 | $5.26M | Buy |
9,398
+5
| +0.1% | +$2.94K | 3% | 7 |
|
|
2024
Q4 | $5.51M | Buy |
9,393
+286
| +3% | +$169K | 3.13% | 7 |
|
|
2024
Q3 | $5.23M | Buy |
9,107
+224
| +3% | +$124K | 2.86% | 9 |
|
|
2024
Q2 | $4.83M | Buy |
8,883
+149
| +2% | +$78K | 2.84% | 8 |
|
|
2024
Q1 | $4.57M | Buy |
8,734
+119
| +1% | +$59.2K | 2.62% | 11 |
|
|
2023
Q4 | $4.09M | Buy |
8,615
+130
| +2% | +$57.9K | 2.53% | 11 |
|
|
2023
Q3 | $3.63M | Sell |
8,485
-93
| -1% | -$41.4K | 2.5% | 14 |
|
|
2023
Q2 | $3.8M | Buy |
8,578
+399
| +5% | +$167K | 2.51% | 11 |
|
|
2023
Q1 | $3.35M | Buy |
8,179
+329
| +4% | +$131K | 2.32% | 14 |
|
|
2022
Q4 | $3M | Buy |
7,850
+145
| +2% | +$55.7K | 2.17% | 14 |
|
|
2022
Q3 | $2.75M | Buy |
7,705
+67
| +0.9% | +$26.6K | 2.19% | 16 |
|
|
2022
Q2 | $2.88M | Sell |
7,638
-85
| -1% | -$34.8K | 2.16% | 14 |
|
|
2022
Q1 | $3.49M | Buy |
7,723
+250
| +3% | +$111K | 2.3% | 12 |
|
|
2021
Q4 | $3.55M | Hold |
7,473
| – | – | 2.27% | 14 |
|
|
2021
Q3 | $3.21M | Buy |
7,473
+720
| +11% | +$318K | 2.28% | 14 |
|
|
2021
Q2 | $2.89M | Sell |
6,753
-70
| -1% | -$29.2K | 1.97% | 17 |
|
|
2021
Q1 | $2.7M | Sell |
6,823
-110
| -2% | -$42.4K | 1.94% | 21 |
|
|
2020
Q4 | $2.59M | Sell |
6,933
-102
| -1% | -$36.2K | 2.03% | 18 |
|
|
2020
Q3 | $2.36M | Sell |
7,035
-23
| -0.3% | -$7.62K | 1.99% | 18 |
|
|
2020
Q2 | $2.18M | Buy |
7,058
+265
| +4% | +$77.6K | 1.88% | 18 |
|
|
2020
Q1 | $1.75M | Buy |
6,793
+483
| +8% | +$147K | 1.83% | 16 |
|
|
2019
Q4 | $2.03M | Buy |
6,310
+1,020
| +19% | +$314K | 1.58% | 22 |
|
|
2019
Q3 | $1.57M | Buy |
5,290
+510
| +11% | +$151K | 1.32% | 27 |
|
|
2019
Q2 | $1.4M | Sell |
4,780
-170
| -3% | -$49K | 1.19% | 32 |
|
|
2019
Q1 | $1.4M | Buy |
4,950
+453
| +10% | +$123K | 1.23% | 30 |
|
|
2018
Q4 | $1.12M | Sell |
4,497
-5,280
| -54% | -$1.42M | 1.07% | 31 |
|
|
2018
Q3 | $2.84M | Buy |
9,777
+17
| +0.2% | +$4.84K | 2.28% | 12 |
|
|
2018
Q2 | $2.65M | Buy |
9,760
+15
| +0.2% | +$4.05K | 2.12% | 15 |
|
|
2018
Q1 | $2.56M | Hold |
9,745
| – | – | 2.04% | 20 |
|
|
2017
Q4 | $2.6M | Buy |
9,745
+1,660
| +21% | +$432K | 1.97% | 21 |
|
|
2017
Q3 | $2.03M | Sell |
8,085
-1
| -0% | -$247 | 1.59% | 25 |
|
|
2017
Q2 | $1.96M | Buy |
8,086
+4,096
| +103% | +$982K | 1.48% | 27 |
|
|
2017
Q1 | $941K | Hold |
3,990
| – | – | 0.72% | 44 |
|
|
2016
Q4 | $892K | Sell |
3,990
-166
| -4% | -$36.3K | 0.7% | 39 |
|
|
2016
Q3 | $899K | Sell |
4,156
-245
| -6% | -$53K | 0.7% | 43 |
|
|
2016
Q2 | $922K | Sell |
4,401
-2,114
| -32% | -$439K | 0.74% | 40 |
|
|
2016
Q1 | $1.34M | Sell |
6,515
-655
| -9% | -$128K | 1.08% | 31 |
|
|
2015
Q4 | $1.46M | Buy |
7,170
+1,817
| +34% | +$373K | 1.18% | 29 |
|
|
2015
Q3 | $1.03M | Sell |
5,353
-1,498
| -22% | -$304K | 0.88% | 35 |
|
|
2015
Q2 | $1.41M | Sell |
6,851
-18,817
| -73% | -$3.96M | 1.07% | 33 |
|
|
2015
Q1 | $5.3M | Sell |
25,668
-7,092
| -22% | -$1.46M | 4.02% | 5 |
|
|
2014
Q4 | $6.73M | Buy |
32,760
+27,950
| +581% | +$5.62M | 5.03% | 3 |
|
|
2014
Q3 | $948K | Sell |
4,810
-301
| -6% | -$59.5K | 0.68% | 43 |
|
|
2014
Q2 | $1M | Sell |
5,111
-70
| -1% | -$13.3K | 0.69% | 44 |
|
|
2014
Q1 | $969K | Sell |
5,181
-991
| -16% | -$182K | 0.7% | 45 |
|
|
2013
Q4 | $1.14M | Buy |
+6,172
| New | +$1.09M | 0.84% | 36 |
|
Other funds holding SPY
Loudon Investment Management's SPY Position: Q1 2026 in Review
Loudon Investment Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.3% in Q1 2026, selling an estimated $81.6K and leaving 9,282 shares worth $6.04M. The position accounts for 3.25% of the portfolio, ranked #5.
Loudon Investment Management first reported a position in SPY in Q4 2013 and has held it in 50 quarters since. The position peaked at $6.73M in Q4 2014. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Loudon Investment Management held 9,282 shares of State Street SPDR S&P 500 ETF Trust worth $6.04M as of Q1 2026.
- Loudon Investment Management sold 120 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $81.6K.
- State Street SPDR S&P 500 ETF Trust made up 3.25% of Loudon Investment Management's portfolio in Q1 2026, its #5 holding.
- Loudon Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2013 and has held it in 50 quarters since.
- Loudon Investment Management's State Street SPDR S&P 500 ETF Trust position peaked at $6.73M in Q4 2014.
- 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Loudon Investment Management's 13F filing for Q1 2026, filed 11 May 2026.