SL
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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
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

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Salomon & Ludwin's SPY Position: Q1 2026 in Review

Salomon & Ludwin reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.27% in Q1 2026, selling an estimated $78.2K and leaving 42,526 shares worth $27.9M. The position accounts for 2.49% of the portfolio, ranked #9.

Salomon & Ludwin first reported a position in SPY in Q4 2018 and has held it in 30 quarters since. The position peaked at $30M in Q1 2024. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Salomon & Ludwin held 42,526 shares of State Street SPDR S&P 500 ETF Trust worth $27.9M as of Q1 2026.
  • Salomon & Ludwin sold 115 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $78.2K.
  • State Street SPDR S&P 500 ETF Trust made up 2.49% of Salomon & Ludwin's portfolio in Q1 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 30 quarters since.
  • Salomon & Ludwin's State Street SPDR S&P 500 ETF Trust position peaked at $30M in Q1 2024.
  • 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.