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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
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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

LVZ Inc's SPY Position: Q2 2026 in Review

LVZ Inc reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.3% in Q2 2026, selling an estimated $34.1K and leaving 1,983 shares worth $1.48M. The position accounts for 0.15% of the portfolio, ranked #44.

LVZ Inc first reported a position in SPY in Q2 2020 and has held it in 22 quarters since. 1,996 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • LVZ Inc held 1,983 shares of State Street SPDR S&P 500 ETF Trust worth $1.48M as of Q2 2026.
  • LVZ Inc sold 47 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $34.1K.
  • State Street SPDR S&P 500 ETF Trust made up 0.15% of LVZ Inc's portfolio in Q2 2026, its #44 holding.
  • LVZ Inc first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2020 and has held it in 22 quarters since.
  • 1,996 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.