MLL
SPY icon

Moody Lynn & Lieberson’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Moody Lynn & Lieberson’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 		$15.3M Buy
20,427
+2,879
+16% +$2.09M 0.8% 33
2026
Q1 		$11.4M Sell
17,548
-2,817
-14% -$1.92M 0.64% 40
2025
Q4 		$13.9M Sell
20,365
-148
-0.7% -$100K 0.74% 35
2025
Q3 		$13.7M Sell
20,513
-467
-2% -$299K 0.74% 33
2025
Q2 		$13M Sell
20,980
-240
-1% -$137K 0.75% 33
2025
Q1 		$11.9M Buy
21,220
+25
+0.1% +$14.7K 0.76% 34
2024
Q4 		$12.4M Sell
21,195
-251
-1% -$148K 0.76% 30
2024
Q3 		$12.3M Buy
21,446
+172
+0.8% +$95.1K 0.76% 33
2024
Q2 		$11.6M Sell
21,274
-99
-0.5% -$51.8K 0.76% 33
2024
Q1 		$11.2M Sell
21,373
-210
-1% -$105K 0.75% 35
2023
Q4 		$10.3M Buy
21,583
+288
+1% +$128K 0.78% 35
2023
Q3 		$9.1M Sell
21,295
-1,351
-6% -$601K 0.78% 37
2023
Q2 		$10M Buy
22,646
+435
+2% +$183K 0.81% 37
2023
Q1 		$9.09M Sell
22,211
-55
-0.2% -$21.9K 0.82% 39
2022
Q4 		$8.52M Sell
22,266
-524
-2% -$201K 0.78% 40
2022
Q3 		$8.14M Buy
22,790
+1,950
+9% +$774K 0.79% 45
2022
Q2 		$7.86M Sell
20,840
-1,413
-6% -$579K 0.71% 41
2022
Q1 		$10.1M Sell
22,253
-1,298
-6% -$578K 0.74% 40
2021
Q4 		$11.2M Sell
23,551
-230
-1% -$106K 0.75% 40
2021
Q3 		$10.2M Sell
23,781
-861
-3% -$380K 0.76% 38
2021
Q2 		$10.5M Buy
24,642
+317
+1% +$132K 0.79% 41
2021
Q1 		$9.64M Buy
24,325
+81
+0.3% +$31.2K 0.8% 41
2020
Q4 		$9.06M Sell
24,244
-62
-0.3% -$22K 0.78% 41
2020
Q3 		$8.14M Sell
24,306
-462
-2% -$153K 0.81% 38
2020
Q2 		$7.64M Buy
24,768
+93
+0.4% +$27.2K 0.83% 37
2020
Q1 		$6.36K Sell
24,675
-31,914
-56% -$9.73M 0.87% 36
2019
Q4 		$18.2M Buy
56,589
+3,663
+7% +$1.13M 1.76% 13
2019
Q3 		$15.7M Sell
52,926
-17,015
-24% -$5.03M 1.75% 17
2019
Q2 		$20.5M Buy
69,941
+5,427
+8% +$1.56M 2.25% 9
2019
Q1 		$18.2M Buy
64,514
+19,595
+44% +$5.32M 2.09% 13
2018
Q4 		$11.2M Buy
44,919
+587
+1% +$158K 1.51% 25
2018
Q3 		$12.9M Sell
44,332
-353
-0.8% -$101K 1.37% 26
2018
Q2 		$12.1M Sell
44,685
-1,986
-4% -$536K 1.43% 26
2018
Q1 		$12.3M Sell
46,671
-1,311
-3% -$358K 1.48% 27
2017
Q4 		$13.5M Sell
47,982
-2,793
-6% -$726K 1.44% 26
2017
Q3 		$12.8M Sell
50,775
-15,974
-24% -$3.94M 1.55% 22
2017
Q2 		$16.1M Sell
66,749
-37,376
-36% -$8.96M 2.12% 13
2017
Q1 		$24.5M Sell
104,125
-56,620
-35% -$13.2M 3.45% 2
2016
Q4 		$35.9M Buy
160,745
+62,844
+64% +$13.7M 5.16% 1
2016
Q3 		$21.2M Buy
97,901
+46,160
+89% +$9.98M 3.52% 2
2016
Q2 		$10.8M Sell
51,741
-59,472
-53% -$12.3M 1.94% 14
2016
Q1 		$22.9M Buy
111,213
+96,110
+636% +$18.8M 3.6% 2
2015
Q4 		$3.08M Sell
15,103
-39,016
-72% -$8.01M 0.48% 65
2015
Q3 		$10.4M Buy
54,119
+21,631
+67% +$4.39M 1.99% 14
2015
Q2 		$6.69M Buy
32,488
+240
+0.7% +$50.5K 1.06% 35
2015
Q1 		$6.66M Sell
32,248
-56,619
-64% -$11.7M 1.06% 33
2014
Q4 		$18.3M Buy
88,867
+62,897
+242% +$12.6M 2.6% 6
2014
Q3 		$5.12M Buy
25,970
+2,300
+10% +$455K 0.76% 48
2014
Q2 		$4.63M Buy
23,670
+15,795
+201% +$3M 0.64% 62
2014
Q1 		$1.47M Sell
7,875
-10,504
-57% -$1.93M 0.21% 101
2013
Q4 		$3.39M Buy
18,379
+9,878
+116% +$1.75M 0.46% 76
2013
Q3 		$1.43M Sell
8,501
-245
-3% -$41.1K 0.22% 99
2013
Q2 		$1.4M Buy
+8,746
New +$1.41M 0.25% 94

Other funds holding SPY

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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Moody Lynn & Lieberson's SPY Position: Q2 2026 in Review

Moody Lynn & Lieberson increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 16% in Q2 2026, buying an estimated $2.09M and bringing the position to 20,427 shares worth $15.3M. The position accounts for 0.8% of the portfolio, ranked #33.

Moody Lynn & Lieberson first reported a position in SPY in Q2 2013 and has held it in 53 quarters since. The position peaked at $35.9M in Q4 2016. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Moody Lynn & Lieberson held 20,427 shares of State Street SPDR S&P 500 ETF Trust worth $15.3M as of Q2 2026.
  • Moody Lynn & Lieberson bought 2,879 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.09M.
  • State Street SPDR S&P 500 ETF Trust made up 0.8% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #33 holding.
  • Moody Lynn & Lieberson first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 53 quarters since.
  • Moody Lynn & Lieberson's State Street SPDR S&P 500 ETF Trust position peaked at $35.9M in Q4 2016.
  • 1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.