Lyell Wealth Management’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 | $12.2M | Buy |
18,829
+2,728
| +17% | +$1.85M | 0.9% | 37 |
|
|
2025
Q4 | $11M | Sell |
16,101
-127
| -0.8% | -$85.8K | 0.8% | 46 |
|
|
2025
Q3 | $10.8M | Sell |
16,228
-13
| -0.1% | -$8.33K | 0.8% | 46 |
|
|
2025
Q2 | $10M | Sell |
16,241
-2,976
| -15% | -$1.7M | 0.79% | 45 |
|
|
2025
Q1 | $10.8M | Sell |
19,217
-1,295
| -6% | -$761K | 1% | 34 |
|
|
2024
Q4 | $12M | Sell |
20,512
-49
| -0.2% | -$28.9K | 1.08% | 29 |
|
|
2024
Q3 | $11.8M | Sell |
20,561
-657
| -3% | -$363K | 1.07% | 29 |
|
|
2024
Q2 | $11.5M | Buy |
21,218
+4,769
| +29% | +$2.5M | 1.1% | 25 |
|
|
2024
Q1 | $8.6M | Buy |
16,449
+2,326
| +16% | +$1.16M | 0.87% | 40 |
|
|
2023
Q4 | $6.71M | Buy |
14,123
+1,589
| +13% | +$708K | 0.76% | 47 |
|
|
2023
Q3 | $5.36M | Buy |
12,534
+442
| +4% | +$197K | 0.72% | 51 |
|
|
2023
Q2 | $5.36M | Buy |
12,092
+942
| +8% | +$395K | 0.69% | 54 |
|
|
2023
Q1 | $4.56M | Sell |
11,150
-986
| -8% | -$393K | 0.64% | 56 |
|
|
2022
Q4 | $4.64M | Buy |
12,136
+55
| +0.5% | +$21.1K | 0.73% | 50 |
|
|
2022
Q3 | $4.32M | Buy |
12,081
+1,203
| +11% | +$478K | 0.73% | 54 |
|
|
2022
Q2 | $4.12M | Buy |
10,878
+358
| +3% | +$147K | 0.67% | 55 |
|
|
2022
Q1 | $4.76M | Buy |
10,520
+156
| +2% | +$69.5K | 0.61% | 60 |
|
|
2021
Q4 | $4.94M | Buy |
10,364
+1,254
| +14% | +$576K | 0.56% | 63 |
|
|
2021
Q3 | $3.92M | Sell |
9,110
-201
| -2% | -$88.7K | 0.48% | 70 |
|
|
2021
Q2 | $4M | Buy |
9,311
+89
| +1% | +$37.1K | 0.49% | 66 |
|
|
2021
Q1 | $3.67M | Buy |
9,222
+1,732
| +23% | +$668K | 0.53% | 67 |
|
|
2020
Q4 | $2.81M | Buy |
7,490
+1,890
| +34% | +$671K | 0.45% | 67 |
|
|
2020
Q3 | $1.88M | Buy |
5,600
+1,840
| +49% | +$610K | 0.35% | 68 |
|
|
2020
Q2 | $1.17M | Buy |
3,760
+802
| +27% | +$235K | 0.26% | 69 |
|
|
2020
Q1 | $766K | Buy |
2,958
+1,163
| +65% | +$355K | 0.23% | 73 |
|
|
2019
Q4 | $581K | Sell |
1,795
-100
| -5% | -$30.8K | 0.16% | 81 |
|
|
2019
Q3 | $565K | Buy |
1,895
+275
| +17% | +$81.3K | 0.17% | 81 |
|
|
2019
Q2 | $477K | Sell |
1,620
-173
| -10% | -$49.8K | 0.14% | 89 |
|
|
2019
Q1 | $509K | Buy |
1,793
+43
| +2% | +$11.7K | 0.17% | 85 |
|
|
2018
Q4 | $440K | Sell |
1,750
-534
| -23% | -$144K | 0.18% | 83 |
|
|
2018
Q3 | $667K | Sell |
2,284
-129
| -5% | -$36.7K | 0.22% | 78 |
|
|
2018
Q2 | $658K | Buy |
2,413
+300
| +14% | +$81K | 0.24% | 77 |
|
|
2018
Q1 | $558K | Sell |
2,113
-69
| -3% | -$18.8K | 0.21% | 82 |
|
|
2017
Q4 | $585K | Sell |
2,182
-489
| -18% | -$127K | 0.23% | 82 |
|
|
2017
Q3 | $675K | Sell |
2,671
-75
| -3% | -$18.5K | 0.29% | 74 |
|
|
2017
Q2 | $667K | Sell |
2,746
-315
| -10% | -$75.5K | 0.32% | 70 |
|
|
2017
Q1 | $724K | Buy |
3,061
+43
| +1% | +$9.99K | 0.39% | 67 |
|
|
2016
Q4 | $679K | Buy |
+3,018
| New | +$659K | 0.42% | 65 |
|
Other funds holding SPY
Lyell Wealth Management's SPY Position: Q1 2026 in Review
Lyell Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 17% in Q1 2026, buying an estimated $1.85M and bringing the position to 18,829 shares worth $12.2M. The position accounts for 0.9% of the portfolio, ranked #37.
Lyell Wealth Management first reported a position in SPY in Q4 2016 and has held it in 38 quarters since. 4,558 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Lyell Wealth Management held 18,829 shares of State Street SPDR S&P 500 ETF Trust worth $12.2M as of Q1 2026.
- Lyell Wealth Management bought 2,728 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.85M.
- State Street SPDR S&P 500 ETF Trust made up 0.9% of Lyell Wealth Management's portfolio in Q1 2026, its #37 holding.
- Lyell Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2016 and has held it in 38 quarters since.
- 4,558 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.