LVZ Inc
SPY icon

LVZ Inc’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

LVZ Inc’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
Q3 		$1.48M Sell
1,943
-40
-2% -$30.4K 0.15% 46
2026
Q2 		$1.48M Sell
1,983
-47
-2% -$34.1K 0.15% 44
2026
Q1 		$1.32M Hold
2,030
– – 0.15% 46
2025
Q4 		$1.38M Buy
2,030
+833
+70% +$563K 0.15% 46
2025
Q3 		$797K Sell
1,197
-28
-2% -$17.9K 0.09% 67
2025
Q2 		$757K Buy
1,225
+25
+2% +$14.3K 0.09% 67
2025
Q1 		$671K Sell
1,200
-4
-0.3% -$2.35K 0.09% 67
2024
Q4 		$706K Buy
1,204
+134
+13% +$78.9K 0.09% 58
2024
Q3 		$614K Sell
1,070
-15
-1% -$8.29K 0.08% 62
2024
Q2 		$590K Hold
1,085
– – 0.08% 57
2024
Q1 		$568K Buy
1,085
+43
+4% +$21.4K 0.08% 58
2023
Q4 		$495K Buy
1,042
+155
+17% +$69K 0.07% 68
2023
Q3 		$379K Sell
887
-35
-4% -$15.6K 0.06% 67
2023
Q2 		$409K Sell
922
-113
-11% -$47.4K 0.06% 85
2023
Q1 		$424K Buy
1,035
+3
+0.3% +$1.2K 0.06% 82
2022
Q4 		$395K Buy
+1,032
New +$397K 0.06% 85
2022
Q1 		– Sell
-1,151
Closed -$547K – 114
2021
Q4 		$547K Buy
1,151
+275
+31% +$126K 0.07% 57
2021
Q3 		$376K Buy
876
+345
+65% +$152K 0.05% 64
2021
Q2 		$227K Sell
531
-717
-57% -$299K 0.03% 100
2021
Q1 		$495K Sell
1,248
-290
-19% -$112K 0.08% 58
2020
Q4 		$575K Sell
1,538
-757
-33% -$269K 0.1% 50
2020
Q3 		$769K Sell
2,295
-726
-24% -$241K 0.16% 38
2020
Q2 		$932K Buy
+3,021
New +$884K 0.21% 36

Other funds holding SPY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LVZ Inc's SPY Position: Q3 2026 in Review

LVZ Inc reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2% in Q3 2026, selling an estimated $30.4K and leaving 1,943 shares worth $1.48M. The position accounts for 0.15% of the portfolio, ranked #46.

LVZ Inc first reported a position in SPY in Q2 2020 and has held it in 23 quarters since. 2,984 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • LVZ Inc held 1,943 shares of State Street SPDR S&P 500 ETF Trust worth $1.48M as of Q3 2026.
  • LVZ Inc sold 40 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $30.4K.
  • State Street SPDR S&P 500 ETF Trust made up 0.15% of LVZ Inc's portfolio in Q3 2026, its #46 holding.
  • LVZ Inc first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2020 and has held it in 23 quarters since.
  • 2,984 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on LVZ Inc's 13F filing for Q3 2026, filed 20 Oct 2026.