Lynch & Associates’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Lynch & Associates’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	$422K	Hold	553	–	–	0.06%	108
2026 Q2	$413K	Hold	553	–	–	0.07%	111
2026 Q1	$360K	Hold	553	–	–	0.07%	108
2025 Q4	$377K	Hold	553	–	–	0.07%	105
2025 Q3	$368K	Sell	553 -193	-26%	-$124K	0.07%	107
2025 Q2	$461K	Buy	746 +193	+35%	+$110K	0.09%	103
2025 Q1	$309K	Hold	553	–	–	0.07%	109
2024 Q4	$324K	Sell	553 -8	-1%	-$4.71K	0.07%	105
2024 Q3	$322K	Buy	561 +1	+0.2%	+$553	0.07%	108
2024 Q2	$305K	Hold	560	–	–	0.07%	108
2024 Q1	$293K	Hold	560	–	–	0.07%	108
2023 Q4	$266K	Hold	560	–	–	0.06%	105
2023 Q3	$239K	Buy	560 +4	+0.7%	+$1.78K	0.06%	104
2023 Q2	$246K	Sell	556 -14	-2%	-$5.88K	0.06%	94
2023 Q1	$233K	Buy	570 +20	+4%	+$7.98K	0.06%	99
2022 Q4	$210K	Buy	+550	New	+$211K	0.06%	98
2022 Q3	–	Sell	-550	Closed	-$207K	–	105
2022 Q2	$207K	Hold	550	–	–	0.06%	97
2022 Q1	$248K	Buy	550 +1	+0.2%	+$445	0.06%	98
2021 Q4	$261K	Hold	549	–	–	0.06%	99
2021 Q3	$236K	Hold	549	–	–	0.06%	96
2021 Q2	$235K	Hold	549	–	–	0.06%	94
2021 Q1	$218K	Buy	549 +2	+0.4%	+$771	0.06%	97
2020 Q4	$205K	Buy	+547	New	+$194K	0.06%	102
2016 Q3	–	Sell	-1,010	Closed	-$212K	–	111
2016 Q2	$212K	Sell	1,010 -500	-33%	-$104K	0.09%	102
2016 Q1	$310K	Buy	1,510 +100	+7%	+$19.5K	0.15%	85
2015 Q4	$287K	Hold	1,410	–	–	0.15%	90
2015 Q3	$270K	Hold	1,410	–	–	0.15%	86
2015 Q2	$290K	Hold	1,410	–	–	0.15%	88
2015 Q1	$291K	Hold	1,410	–	–	0.15%	85
2014 Q4	$290K	Buy	+1,410	New	+$283K	0.16%	83

Other funds holding SPY

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Lynch & Associates's SPY Position: Q3 2026 in Review

Lynch & Associates held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 553 shares worth $422K. The position accounts for 0.06% of the portfolio, ranked #108.

Lynch & Associates first reported a position in SPY in Q4 2014 and has held it in 30 quarters since. The position peaked at $461K in Q2 2025. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Lynch & Associates held 553 shares of State Street SPDR S&P 500 ETF Trust worth $422K as of Q3 2026.
Lynch & Associates left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 0.06% of Lynch & Associates's portfolio in Q3 2026, its #108 holding.
Lynch & Associates first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2014 and has held it in 30 quarters since.
Lynch & Associates's State Street SPDR S&P 500 ETF Trust position peaked at $461K in Q2 2025.
1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Lynch & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.