Luther King Capital Management (LKCM)’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Luther King Capital Management (LKCM)’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
2014 Q4	–	Sell	-100,000	Closed	-$19.7M	–	575
2014 Q3	$19.7M	Buy	+100,000	New	+$19.8M	0.16%	166

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

Luther King Capital Management (LKCM)'s SPY Position: Q1 2026 in Review

Luther King Capital Management (LKCM) reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3% in Q1 2026, selling an estimated $1.14M and leaving 54,571 shares worth $35.5M. The position accounts for 0.15% of the portfolio, ranked #99.

Luther King Capital Management (LKCM) first reported a position in SPY in Q2 2013 and has held it in 52 quarters since. The position peaked at $41M in Q4 2024. 4,558 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Luther King Capital Management (LKCM) held 54,571 shares of State Street SPDR S&P 500 ETF Trust worth $35.5M as of Q1 2026.
Luther King Capital Management (LKCM) sold 1,672 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.14M.
State Street SPDR S&P 500 ETF Trust made up 0.15% of Luther King Capital Management (LKCM)'s portfolio in Q1 2026, its #99 holding.
Luther King Capital Management (LKCM) first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 52 quarters since.
Luther King Capital Management (LKCM)'s State Street SPDR S&P 500 ETF Trust position peaked at $41M in Q4 2024.
4,558 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2026, filed 11 May 2026.