Luminvest Wealth Management
SPY icon

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

Luminvest 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
2026
Q3 		$6.25M Buy
8,145
+7
+0.1% +$5.32K 1.64% 11
2026
Q2 		$6.06M Hold
8,138
– – 1.41% 12
2026
Q1 		$5.43M Hold
8,138
– – 1.42% 11
2025
Q4 		$5.55M Buy
8,138
+1,906
+31% +$1.29M 1.54% 11
2025
Q3 		$4.15M Sell
6,232
-1,874
-23% -$1.2M 1.35% 11
2025
Q2 		$5.02M Hold
8,106
– – 1.8% 10
2025
Q1 		$4.53M Hold
8,106
– – 1.87% 10
2024
Q4 		$4.75M Hold
8,106
– – 1.92% 10
2024
Q3 		$4.67M Hold
8,106
– – 1.94% 10
2024
Q2 		$4.45M Hold
8,106
– – 2.09% 10
2024
Q1 		$4.62M Hold
8,106
– – 2.91% 9
2023
Q4 		$4.68M Buy
+8,106
New +$3.61M 3.07% 9

Other funds holding SPY

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Luminvest Wealth Management's SPY Position: Q3 2026 in Review

Luminvest Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.09% in Q3 2026, buying an estimated $5.32K and bringing the position to 8,145 shares worth $6.25M. The position accounts for 1.64% of the portfolio, ranked #11.

Luminvest Wealth Management first reported a position in SPY in Q4 2023 and has held it in 12 quarters since. 2,271 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Luminvest Wealth Management held 8,145 shares of State Street SPDR S&P 500 ETF Trust worth $6.25M as of Q3 2026.
  • Luminvest Wealth Management bought 7 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $5.32K.
  • State Street SPDR S&P 500 ETF Trust made up 1.64% of Luminvest Wealth Management's portfolio in Q3 2026, its #11 holding.
  • Luminvest Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 12 quarters since.
  • 2,271 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Luminvest Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.