Lutz Financial Services’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
Q1 | $43.1M | Sell |
66,202
-669
| -1% | -$455K | 2.89% | 10 |
|
|
2025
Q4 | $45.6M | Sell |
66,871
-2,844
| -4% | -$1.92M | 3.1% | 10 |
|
|
2025
Q3 | $46.4M | Sell |
69,715
-988
| -1% | -$633K | 3.36% | 10 |
|
|
2025
Q2 | $43.7M | Sell |
70,703
-2,794
| -4% | -$1.6M | 3.39% | 10 |
|
|
2025
Q1 | $41.1M | Sell |
73,497
-989
| -1% | -$581K | 3.37% | 10 |
|
|
2024
Q4 | $43.7M | Sell |
74,486
-2,479
| -3% | -$1.46M | 3.53% | 9 |
|
|
2024
Q3 | $44.2M | Sell |
76,965
-736
| -0.9% | -$407K | 3.58% | 9 |
|
|
2024
Q2 | $42.3M | Sell |
77,701
-706
| -0.9% | -$370K | 3.68% | 9 |
|
|
2024
Q1 | $41M | Sell |
78,407
-417
| -0.5% | -$208K | 3.58% | 9 |
|
|
2023
Q4 | $37.5M | Sell |
78,824
-167
| -0.2% | -$74.4K | 3.51% | 9 |
|
|
2023
Q3 | $33.8M | Sell |
78,991
-244
| -0.3% | -$109K | 3.68% | 9 |
|
|
2023
Q2 | $35.1M | Sell |
79,235
-517
| -0.6% | -$217K | 3.78% | 9 |
|
|
2023
Q1 | $32.6M | Sell |
79,752
-234
| -0.3% | -$93.4K | 3.73% | 9 |
|
|
2022
Q4 | $30.6M | Sell |
79,986
-865
| -1% | -$332K | 3.76% | 9 |
|
|
2022
Q3 | $28.9M | Sell |
80,851
-390
| -0.5% | -$155K | 3.95% | 9 |
|
|
2022
Q2 | $30.6M | Sell |
81,241
-1,234
| -1% | -$506K | 4.06% | 8 |
|
|
2022
Q1 | $37.2M | Sell |
82,475
-2,386
| -3% | -$1.06M | 4.59% | 6 |
|
|
2021
Q4 | $40.3M | Sell |
84,861
-1,789
| -2% | -$821K | 4.95% | 6 |
|
|
2021
Q3 | $37.2M | Sell |
86,650
-268
| -0.3% | -$118K | 4.83% | 6 |
|
|
2021
Q2 | $37.2M | Sell |
86,918
-246
| -0.3% | -$103K | 4.95% | 6 |
|
|
2021
Q1 | $34.5M | Sell |
87,164
-3,880
| -4% | -$1.5M | 5.11% | 6 |
|
|
2020
Q4 | $34M | Sell |
91,044
-7,187
| -7% | -$2.55M | 5.59% | 6 |
|
|
2020
Q3 | $32.9M | Sell |
98,231
-3,210
| -3% | -$1.06M | 6.34% | 5 |
|
|
2020
Q2 | $31.3M | Sell |
101,441
-2,956
| -3% | -$865K | 6.38% | 5 |
|
|
2020
Q1 | $26.9M | Sell |
104,397
-4,370
| -4% | -$1.33M | 5.98% | 4 |
|
|
2019
Q4 | $35M | Sell |
108,767
-1,932
| -2% | -$595K | 6.22% | 5 |
|
|
2019
Q3 | $32.9M | Sell |
110,699
-895
| -0.8% | -$264K | 6.3% | 5 |
|
|
2019
Q2 | $32.7M | Sell |
111,594
-15,767
| -12% | -$4.54M | 6.4% | 5 |
|
|
2019
Q1 | $36M | Sell |
127,361
-12,620
| -9% | -$3.43M | 7.34% | 4 |
|
|
2018
Q4 | $35M | Buy |
139,981
+3,650
| +3% | +$984K | 7.81% | 3 |
|
|
2018
Q3 | $39.6M | Buy |
136,331
+46,744
| +52% | +$13.3M | 8.75% | 3 |
|
|
2018
Q2 | $24.3M | Sell |
89,587
-2,440
| -3% | -$659K | 6.92% | 5 |
|
|
2018
Q1 | $24.2M | Sell |
92,027
-1,229
| -1% | -$335K | 7.15% | 5 |
|
|
2017
Q4 | $24.9M | Buy |
+93,256
| New | +$24.3M | 7.26% | 5 |
|
Other funds holding SPY
Lutz Financial Services's SPY Position: Q1 2026 in Review
Lutz Financial Services reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1% in Q1 2026, selling an estimated $455K and leaving 66,202 shares worth $43.1M. The position accounts for 2.89% of the portfolio, ranked #10.
Lutz Financial Services first reported a position in SPY in Q4 2017 and has held it in 34 quarters since. The position peaked at $46.4M in Q3 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Lutz Financial Services held 66,202 shares of State Street SPDR S&P 500 ETF Trust worth $43.1M as of Q1 2026.
- Lutz Financial Services sold 669 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $455K.
- State Street SPDR S&P 500 ETF Trust made up 2.89% of Lutz Financial Services's portfolio in Q1 2026, its #10 holding.
- Lutz Financial Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 34 quarters since.
- Lutz Financial Services's State Street SPDR S&P 500 ETF Trust position peaked at $46.4M in Q3 2025.
- 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.