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 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

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

Luminvest Wealth Management's SPY Position: Q1 2026 in Review

Luminvest Wealth Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 8,138 shares worth $5.43M. The position accounts for 1.42% of the portfolio, ranked #11.

Luminvest Wealth Management first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.55M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Luminvest Wealth Management held 8,138 shares of State Street SPDR S&P 500 ETF Trust worth $5.43M as of Q1 2026.
Luminvest Wealth Management 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 1.42% of Luminvest Wealth Management's portfolio in Q1 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 10 quarters since.
Luminvest Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $5.55M in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Luminvest Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.