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 $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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.