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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
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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

Abel Hall LLC's SPY Position: Q2 2026 in Review

Abel Hall LLC increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.4% in Q2 2026, buying an estimated $322K and bringing the position to 8,614 shares worth $6.43M. The position accounts for 1.11% of the portfolio, ranked #11.

Abel Hall LLC first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 1,996 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Abel Hall LLC held 8,614 shares of State Street SPDR S&P 500 ETF Trust worth $6.43M as of Q2 2026.
  • Abel Hall LLC bought 444 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $322K.
  • State Street SPDR S&P 500 ETF Trust made up 1.11% of Abel Hall LLC's portfolio in Q2 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 11 quarters since.
  • 1,996 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.