Salomon & Ludwin’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Salomon & Ludwin’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	$30.7M	Sell	40,200 -340	-0.8%	-$258K	2.54%	9
2026 Q2	$30.2M	Sell	40,540 -1,986	-5%	-$1.44M	2.49%	8
2026 Q1	$27.9M	Sell	42,526 -115	-0.3%	-$78.2K	2.49%	9
2025 Q4	$29.3M	Buy	42,641 +54	+0.1%	+$36.5K	2.59%	9
2025 Q3	$28.5M	Sell	42,587 -1,526	-3%	-$978K	2.56%	9
2025 Q2	$27.4M	Sell	44,113 -626	-1%	-$358K	2.7%	9
2025 Q1	$25M	Sell	44,739 -291	-0.6%	-$171K	2.66%	10
2024 Q4	$26.4M	Sell	45,030 -1,041	-2%	-$613K	2.8%	8
2024 Q3	$26.4M	Sell	46,071 -4,526	-9%	-$2.5M	2.69%	9
2024 Q2	$27.5M	Sell	50,597 -6,765	-12%	-$3.54M	3.07%	7
2024 Q1	$30M	Buy	57,362 +553	+1%	+$275K	2.58%	9
2023 Q4	$24.3M	Hold	56,809	–	–	2.53%	10
2023 Q3	$24.3M	Buy	56,809 +5,009	+10%	+$2.23M	2.53%	10
2023 Q2	$23M	Buy	51,800 +322	+0.6%	+$135K	2.44%	12
2023 Q1	$21.1M	Buy	51,478 +343	+0.7%	+$137K	2.51%	11
2022 Q4	$19.6M	Buy	51,135 +13,044	+34%	+$5.01M	2.48%	11
2022 Q3	$13.6M	Buy	38,091 +7,126	+23%	+$2.83M	2.04%	15
2022 Q2	$11.7M	Buy	30,965 +3,042	+11%	+$1.25M	1.81%	17
2022 Q1	$12.6M	Buy	27,923 +1,789	+7%	+$796K	1.83%	18
2021 Q4	$12.4M	Buy	26,134 +1,254	+5%	+$576K	1.76%	18
2021 Q3	$10.7M	Buy	24,880 +1,460	+6%	+$644K	1.66%	20
2021 Q2	$10M	Buy	23,420 +1,502	+7%	+$627K	1.57%	22
2021 Q1	$8.69M	Buy	21,918 +622	+3%	+$240K	1.47%	23
2020 Q4	$7.96M	Buy	21,296 +525	+3%	+$186K	1.48%	23
2020 Q3	$6.96M	Buy	20,771 +1,816	+10%	+$602K	1.45%	22
2020 Q2	$5.84M	Sell	18,955 -2,392	-11%	-$700K	1.26%	25
2020 Q1	$5.5M	Buy	21,347 +10,082	+89%	+$3.08M	1.42%	21
2019 Q4	$3.63M	Buy	11,265 +4,700	+72%	+$1.45M	0.72%	23
2019 Q3	$1.95M	Buy	6,565 +5,606	+585%	+$1.66M	0.39%	24
2019 Q2	$281K	Buy	959 +918	+2,239%	+$264K	0.06%	37
2019 Q1	$12K	Hold	41	–	–	﹤0.01%	155
2018 Q4	$10K	Buy	+41	New	+$11.1K	﹤0.01%	157

Other funds holding SPY

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Salomon & Ludwin's SPY Position: Q3 2026 in Review

Salomon & Ludwin reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.84% in Q3 2026, selling an estimated $258K and leaving 40,200 shares worth $30.7M. The position accounts for 2.54% of the portfolio, ranked #9.

Salomon & Ludwin first reported a position in SPY in Q4 2018 and has held it in 32 quarters since. 2,308 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Salomon & Ludwin held 40,200 shares of State Street SPDR S&P 500 ETF Trust worth $30.7M as of Q3 2026.
Salomon & Ludwin sold 340 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $258K.
State Street SPDR S&P 500 ETF Trust made up 2.54% of Salomon & Ludwin's portfolio in Q3 2026, its #9 holding.
Salomon & Ludwin first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 32 quarters since.
2,308 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.