SEC 13F Intelligence

Lcm Capital Management Inc / SPY

Lcm Capital Management Inc’s State Str Spdr S&P 500 Etf T Position

Does Lcm Capital Management Inc own State Str Spdr S&P 500 Etf T (SPY)? Yes — 39.6K shares worth $26M (+12.94% of its 13F portfolio) as of Q1 2026, down from 41.6K shares the prior filed quarter.

Position Value
$26M
Q1 2026
Shares
39.6K
% of Portfolio
+12.94%
Quarters Held
21
currently held

Position History SPY

Reported value by quarter
Q1 ’21: $17MQ1 ’21Q2 ’21: $19MQ3 ’21: $19MQ4 ’21: $19MQ4 ’21Q1 ’22: $18MQ2 ’22: $15MQ3 ’22: $14MQ3 ’22Q4 ’22: $15MQ1 ’23: $16MQ2 ’23: $17MQ2 ’23Q3 ’23: $18MQ4 ’23: $21MQ1 ’24: $23MQ1 ’24Q2 ’24: $23MQ3 ’24: $25MQ4 ’24: $24MQ4 ’24Q1 ’25: $23MQ2 ’25: $26MQ3 ’25: $28MQ3 ’25Q4 ’25: $28MQ1 ’26: $26Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202639.6K$26M+12.94%
Q4 202541.6K$28M+13.72%
Q3 202542.0K$28M+13.41%
Q2 202542.2K$26M+13.54%
Q1 202541.9K$23M+13.75%
Q4 202441.1K$24M+13.59%
Q3 202443.3K$25M+14.28%
Q2 202443.1K$23M+14.65%
Q1 202443.2K$23M+14.60%
Q4 202343.2K$21M+14.84%
Q3 202341.7K$18M+14.53%
Q2 202339.2K$17M+14.10%
Q1 202339.3K$16M+14.07%
Q4 202238.9K$15M+14.47%
Q3 202239.8K$14M+15.02%
Q2 202239.8K$15M+14.78%
Q1 202240.1K$18M+14.60%
Q4 202140.1K$19M+14.74%
Q3 202143.4K$19M+15.76%
Q2 202144.2K$19M+15.71%
Q1 202144.1K$17M+15.63%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lcm Capital Management Inc’s full portfolio or all institutional holders of SPY.