Luts & Greenleigh Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Luts & Greenleigh Group’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	$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

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

Luts & Greenleigh Group's SPY Position: Q1 2026 in Review

Luts & Greenleigh Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.21% in Q1 2026, buying an estimated $1.36K and bringing the position to 944 shares worth $614K. The position accounts for 0.49% of the portfolio, ranked #37.

Luts & Greenleigh Group first reported a position in SPY in Q3 2023 and has held it in 10 quarters since. The position peaked at $643K in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Luts & Greenleigh Group held 944 shares of State Street SPDR S&P 500 ETF Trust worth $614K as of Q1 2026.
Luts & Greenleigh Group bought 2 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.36K.
State Street SPDR S&P 500 ETF Trust made up 0.49% of Luts & Greenleigh Group's portfolio in Q1 2026, its #37 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 10 quarters since.
Luts & Greenleigh Group's State Street SPDR S&P 500 ETF Trust position peaked at $643K 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 Luts & Greenleigh Group's 13F filing for Q1 2026, filed 5 May 2026.