Abel Hall LLC
SPY icon

Abel Hall LLC’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Abel Hall LLC’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
2026
Q3 		$6.57M Hold
8,614
– – 1.18% 11
2026
Q2 		$6.43M Buy
8,614
+444
+5% +$322K 1.11% 11
2026
Q1 		$5.31M Hold
8,170
– – 1.13% 11
2025
Q4 		$5.57M Buy
8,170
+22
+0.3% +$14.9K 1.3% 10
2025
Q3 		$5.43M Hold
8,148
– – 2.19% 7
2025
Q2 		$5.03M Hold
8,148
– – 2.33% 6
2025
Q1 		$4.56M Hold
8,148
– – 2.75% 6
2024
Q4 		$4.78M Hold
8,148
– – 3.04% 6
2024
Q3 		$4.67M Hold
8,148
– – 3.06% 6
2024
Q2 		$4.43M Hold
8,148
– – 3.14% 6
2024
Q1 		$4.26M Hold
8,148
– – 3.19% 6
2023
Q4 		$3.87M Buy
+8,148
New +$3.63M 3.31% 6

Other funds holding SPY

CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

Abel Hall LLC's SPY Position: Q3 2026 in Review

Abel Hall LLC held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 8,614 shares worth $6.57M. The position accounts for 1.18% of the portfolio, ranked #11.

Abel Hall LLC first reported a position in SPY in Q4 2023 and has held it in 12 quarters since. 1,846 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Abel Hall LLC held 8,614 shares of State Street SPDR S&P 500 ETF Trust worth $6.57M as of Q3 2026.
  • Abel Hall LLC left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2026.
  • State Street SPDR S&P 500 ETF Trust made up 1.18% of Abel Hall LLC's portfolio in Q3 2026, its #11 holding.
  • Abel Hall LLC first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 12 quarters since.
  • 1,846 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.