LPWM LLC’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

LPWM LLC’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	$592K	Buy	910 +58	+7%	+$39.4K	0.15%	61
2025 Q4	$581K	Hold	852	–	–	0.15%	64
2025 Q3	$568K	Sell	852 -10	-1%	-$6.41K	0.15%	56
2025 Q2	$533K	Hold	862	–	–	0.16%	54
2025 Q1	$482K	Sell	862 -52	-6%	-$30.6K	0.16%	56
2024 Q4	$536K	Buy	914 +98	+12%	+$57.7K	0.17%	52
2024 Q3	$463K	Sell	816 -15	-2%	-$8.29K	0.15%	54
2024 Q2	$461K	Buy	831 +2	+0.2%	+$1.05K	0.16%	53
2024 Q1	$426K	Buy	829 +12	+1%	+$5.97K	0.16%	51
2023 Q4	$382K	Sell	817 -35	-4%	-$15.6K	0.15%	51
2023 Q3	$364K	Hold	852	–	–	0.16%	46
2023 Q2	$378K	Hold	852	–	–	0.17%	46
2023 Q1	$349K	Hold	852	–	–	0.17%	49
2022 Q4	$333K	Buy	852 +20	+2%	+$7.69K	0.18%	46
2022 Q3	$297K	Hold	832	–	–	0.18%	48
2022 Q2	$323K	Hold	832	–	–	0.18%	47
2022 Q1	$373K	Hold	832	–	–	0.19%	46
2021 Q4	$395K	Hold	832	–	–	0.21%	42
2021 Q3	$361K	Hold	832	–	–	0.21%	43
2021 Q2	$362K	Hold	832	–	–	0.22%	43
2021 Q1	$333K	Sell	832 -36	-4%	-$13.9K	0.22%	43
2020 Q4	$325K	Sell	868 -30	-3%	-$10.6K	0.24%	45
2020 Q3	$303K	Hold	898	–	–	0.25%	41
2020 Q2	$277K	Sell	898 -37	-4%	-$10.8K	0.25%	43
2020 Q1	$241K	Hold	935	–	–	0.26%	40
2019 Q4	$301K	Buy	+935	New	+$288K	0.28%	33

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

LPWM LLC's SPY Position: Q1 2026 in Review

LPWM LLC increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.8% in Q1 2026, buying an estimated $39.4K and bringing the position to 910 shares worth $592K. The position accounts for 0.15% of the portfolio, ranked #61.

LPWM LLC first reported a position in SPY in Q4 2019 and has held it in 26 quarters since. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

LPWM LLC held 910 shares of State Street SPDR S&P 500 ETF Trust worth $592K as of Q1 2026.
LPWM LLC bought 58 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $39.4K.
State Street SPDR S&P 500 ETF Trust made up 0.15% of LPWM LLC's portfolio in Q1 2026, its #61 holding.
LPWM LLC first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 26 quarters since.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on LPWM LLC's 13F filing for Q1 2026, filed 9 Apr 2026.