Lynx Investment Advisory’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Lynx Investment Advisory’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	$7.56M	Buy	10,121 +3,452	+52%	+$2.5M	2.48%	5
2026 Q1	$4.34M	Buy	6,669 +1,561	+31%	+$1.06M	2.07%	10
2025 Q4	$3.48M	Sell	5,108 -49	-1%	-$33.1K	1.9%	14
2025 Q3	$3.44M	Buy	5,157 +1,416	+38%	+$908K	2.06%	14
2025 Q2	$2.31M	Sell	3,741 -710	-16%	-$406K	1.51%	17
2025 Q1	$2.49M	Sell	4,451 -405	-8%	-$238K	1.66%	17
2024 Q4	$2.85M	Buy	4,856 +1,456	+43%	+$858K	1.94%	14
2024 Q3	$1.95M	Sell	3,400 -151	-4%	-$83.5K	1.4%	21
2024 Q2	$1.93M	Buy	+3,551	New	+$1.86M	1.43%	19

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

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

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Lynx Investment Advisory's SPY Position: Q2 2026 in Review

Lynx Investment Advisory increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 52% in Q2 2026, buying an estimated $2.5M and bringing the position to 10,121 shares worth $7.56M. The position accounts for 2.48% of the portfolio, ranked #5.

Lynx Investment Advisory first reported a position in SPY in Q2 2024 and has held it in 9 quarters since. 1,855 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Lynx Investment Advisory held 10,121 shares of State Street SPDR S&P 500 ETF Trust worth $7.56M as of Q2 2026.
Lynx Investment Advisory bought 3,452 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.5M.
State Street SPDR S&P 500 ETF Trust made up 2.48% of Lynx Investment Advisory's portfolio in Q2 2026, its #5 holding.
Lynx Investment Advisory first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2024 and has held it in 9 quarters since.
1,855 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.