Luts & Greenleigh Group’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
Q2
$708K Buy
948
+4
+0.4% +$2.9K 0.54% 38
2026
Q1
$614K Buy
944
+2
+0.2% +$1.36K 0.49% 37
2025
Q4
$643K Hold
942
0.55% 37
2025
Q3
$628K Sell
942
-25
-3% -$16K 0.56% 39
2025
Q2
$597K Buy
967
+258
+36% +$147K 0.57% 38
2025
Q1
$396K Sell
709
-46
-6% -$27K 0.39% 49
2024
Q4
$443K Buy
755
+67
+10% +$39.5K 0.44% 45
2024
Q3
$395K Buy
688
+157
+30% +$86.8K 0.38% 48
2024
Q2
$289K Buy
+531
New +$278K 0.3% 55
2023
Q4
$543K Buy
1,141
+498
+77% +$222K 0.68% 30
2023
Q3
$275K Buy
+643
New +$286K 0.34% 45

Other funds holding SPY

Luts & Greenleigh Group's SPY Position: Q2 2026 in Review

Luts & Greenleigh Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.42% in Q2 2026, buying an estimated $2.9K and bringing the position to 948 shares worth $708K. The position accounts for 0.54% of the portfolio, ranked #38.

Luts & Greenleigh Group first reported a position in SPY in Q3 2023 and has held it in 11 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Luts & Greenleigh Group held 948 shares of State Street SPDR S&P 500 ETF Trust worth $708K as of Q2 2026.
  • Luts & Greenleigh Group bought 4 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.9K.
  • State Street SPDR S&P 500 ETF Trust made up 0.54% of Luts & Greenleigh Group's portfolio in Q2 2026, its #38 holding.
  • Luts & Greenleigh Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2023 and has held it in 11 quarters since.
  • 4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Luts & Greenleigh Group's 13F filing for Q2 2026, filed 7 Aug 2026.