SEC 13F Intelligence

Lgt Financial Advisors LLC / SPY

Lgt Financial Advisors LLC’s State Str Spdr S&P 500 Etf T Position

Does Lgt Financial Advisors LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 5.0K shares worth $3M (+16.81% of its 13F portfolio) as of Q1 2026, up from 5.0K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
5.0K
% of Portfolio
+16.81%
Quarters Held
13
currently held

Position History SPY

Reported value by quarter
Q4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $2MQ2 ’23Q3 ’23: $2MQ4 ’23: $2MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $2MQ2 ’25: $3MQ2 ’25Q3 ’25: $3MQ1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.0K$3M+16.81%
Q3 20255.0K$3M+7.20%
Q2 20255.0K$3M+7.83%
Q1 20253.6K$2M+6.13%
Q4 20243.5K$2M+4.59%
Q3 20243.5K$2M+5.00%
Q2 20243.7K$2M+4.29%
Q1 20244.0K$2M+2.45%
Q4 20234.0K$2M+2.34%
Q3 20234.0K$2M+2.18%
Q2 20234.0K$2M+1.89%
Q1 20234.0K$2M+3.04%
Q4 20224.0K$2M+1.79%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lgt Financial Advisors LLC’s full portfolio or all institutional holders of SPY.