ANHIM
SPY icon

Alan N. Hoffman Investment Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Alan N. Hoffman Investment Management’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 		$528K Sell
707
-5
-0.7% -$3.63K 0.31% 11
2026
Q1 		$463K Hold
712
– – 0.31% 10
2025
Q4 		$486K Sell
712
-1
-0.1% -$676 0.27% 10
2025
Q3 		$475K Sell
713
-88
-11% -$56.4K 0.21% 10
2025
Q2 		$495K Sell
801
-64
-7% -$36.6K 0.24% 10
2025
Q1 		$484K Hold
865
– – 0.25% 10
2024
Q4 		$507K Buy
865
+94
+12% +$55.4K 0.23% 10
2024
Q3 		$442K Buy
771
+75
+11% +$41.5K 0.21% 10
2024
Q2 		$379K Sell
696
-47
-6% -$24.6K 0.19% 11
2024
Q1 		$389K Buy
743
+21
+3% +$10.5K 0.22% 12
2023
Q4 		$343K Hold
722
– – 0.19% 11
2023
Q3 		$309K Buy
722
+162
+29% +$72.1K 0.2% 11
2023
Q2 		$248K Buy
+560
New +$235K 0.15% 13

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
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
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 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

Alan N. Hoffman Investment Management's SPY Position: Q2 2026 in Review

Alan N. Hoffman Investment Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.7% in Q2 2026, selling an estimated $3.63K and leaving 707 shares worth $528K. The position accounts for 0.31% of the portfolio, ranked #11.

Alan N. Hoffman Investment Management first reported a position in SPY in Q2 2023 and has held it in 13 quarters since. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Alan N. Hoffman Investment Management held 707 shares of State Street SPDR S&P 500 ETF Trust worth $528K as of Q2 2026.
  • Alan N. Hoffman Investment Management sold 5 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $3.63K.
  • State Street SPDR S&P 500 ETF Trust made up 0.31% of Alan N. Hoffman Investment Management's portfolio in Q2 2026, its #11 holding.
  • Alan N. Hoffman Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2023 and has held it in 13 quarters since.
  • 2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Alan N. Hoffman Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.