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
2023 Q2	–	Sell	-400	Closed	-$164	–	174
2023 Q1	$164	Sell	400 -400	-50%	-$160K	﹤0.01%	165
2022 Q4	$305	Buy	800 +600	+300%	+$231K	﹤0.01%	162
2022 Q3	$72K	Sell	200 -200	-50%	-$79.4K	0.01%	144
2022 Q2	$151K	Buy	400 +200	+100%	+$81.9K	0.02%	124
2022 Q1	$90K	Buy	+200	New	+$89K	0.01%	121
2021 Q3	–	Sell	-300	Closed	-$129K	–	98
2021 Q2	$129K	Sell	300 -300	-50%	-$125K	0.02%	81
2021 Q1	$238K	Buy	600 +400	+200%	+$154K	0.04%	68
2020 Q4	$75K	Buy	+200	New	+$71K	0.01%	68
2020 Q3	–	Sell	-100	Closed	-$31K	–	71
2020 Q2	$31K	Buy	+100	New	+$29.3K	0.01%	65
2019 Q3	–	Sell	-300	Closed	-$88K	–	222
2019 Q2	$88K	Buy	+300	New	+$86.4K	0.02%	68
2019 Q1	–	Sell	-1,200	Closed	-$300K	–	259
2018 Q4	$300K	Buy	+1,200	New	+$324K	0.07%	28

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Salomon & Ludwin's SPY Position: Q2 2026 in Review

Salomon & Ludwin reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.7% in Q2 2026, selling an estimated $1.44M and leaving 40,540 shares worth $30.2M. The position accounts for 2.49% of the portfolio, ranked #8.

Salomon & Ludwin first reported a position in SPY in Q4 2018 and has held it in 31 quarters since. 4,650 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Salomon & Ludwin held 40,540 shares of State Street SPDR S&P 500 ETF Trust worth $30.2M as of Q2 2026.
Salomon & Ludwin sold 1,986 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.44M.
State Street SPDR S&P 500 ETF Trust made up 2.49% of Salomon & Ludwin's portfolio in Q2 2026, its #8 holding.
Salomon & Ludwin first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 31 quarters since.
4,650 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.