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Lebenthal Global Advisors, LLC → SPY

Lebenthal Global Advisors, LLC SPY Position History

State Street SPDR S&P 500 ETF Trust • Financial Services

Quarters held
10
Latest value
$210K
Q3 2026
Peak value
$50M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$184K
Q3 2025$38.9M
Q4 2025$188K
Q4 2025$50M
Q1 2026$49.9M
Q1 2026$179K
Q2 2026$206K
Q2 2026$40.1M
Q3 2026$31M
Q3 2026$210K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$210K276——
Q3 2026$31M40.7K——
Q2 2026$40.1M53.7K——
Q2 2026$206K276——
Q1 2026$179K276——
Q1 2026$49.9M76.7K——
Q4 2025$50M73.3K——
Q4 2025$188K276——
Q3 2025$38.9M58.4K——
Q3 2025$184K276——

Other funds holding SPY

Other Lebenthal Global Advisors, LLC positions

JPM-PM

J P MORGAN EXCHANGE TRADED F

$43.6M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$42.6M
GS-PD

GOLDMAN SACHS ETF TR

$36.8M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$36.6M
GS-PD

GOLDMAN SACHS ETF TR

$36.3M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$32.9M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$32.3M
VGES

VANGUARD INDEX FDS

$31.4M