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Lane & Associates LLC

SEC CIK
0002018909
Latest filing
May 1, 2025

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Lane & Associates LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q1 2025 holdings

Shares (Q1 2025)
19,765
Value
$11.1M
% of portfolio
6.0%
Quarters held
10
Since Q4 2022
Holdings of SPY by Lane & Associates LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202519,765$11.1M6.0%−22,215−52.9%ReducedHolders
Q4 202441,980$25.3M13.1%−2,351−5.3%ReducedHolders
Q3 202444,331$25.4M13.8%+3,509+8.6%AddedHolders
Q2 202440,822$22.2M13.1%+1,709+4.4%AddedHolders
Q1 202439,113$20.5M12.9%+1,075+2.8%AddedHolders
Q4 202338,038$18.1M13.2%−1,780−4.5%ReducedHolders
Q3 202339,818$17.0M13.7%+3,005+8.2%AddedHolders
Q2 202336,813$16.3M13.0%+3,636+11.0%AddedHolders
Q1 202333,177$13.6M12.1%+1,499+4.7%AddedHolders
Q4 202231,678$12.1M11.5%–No prior filingHolders