LWM Advisory Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
LWM Advisory Services's SPY Position: Q1 2026 in Review
LWM Advisory Services reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 52% in Q1 2026, selling an estimated $15.9M and leaving 21,873 shares worth $14.2M. The position accounts for 15.19% of the portfolio, ranked #1.
LWM Advisory Services first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. The position peaked at $30.8M in Q4 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- LWM Advisory Services held 21,873 shares of State Street SPDR S&P 500 ETF Trust worth $14.2M as of Q1 2026.
- LWM Advisory Services sold 23,324 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $15.9M.
- State Street SPDR S&P 500 ETF Trust made up 15.19% of LWM Advisory Services's portfolio in Q1 2026, its #1 holding.
- LWM Advisory Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 18 quarters since.
- LWM Advisory Services's State Street SPDR S&P 500 ETF Trust position peaked at $30.8M in Q4 2025.
- 4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.