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BHK Investment Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

BHK Investment Advisors’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
Q1 		$5.06M Buy
7,782
+29
+0.4% +$19.7K 1.69% 14
2025
Q4 		$5.29M Sell
7,753
-201
-3% -$136K 1.74% 14
2025
Q3 		$5.3M Buy
7,954
+250
+3% +$160K 1.98% 11
2025
Q2 		$4.76M Buy
7,704
+2,765
+56% +$1.58M 1.86% 12
2025
Q1 		$2.76M Hold
4,939
– – 1.17% 16
2024
Q4 		$2.89M Hold
4,939
– – 1.09% 16
2024
Q3 		$2.83M Buy
4,939
+10
+0.2% +$5.53K 1.06% 16
2024
Q2 		$2.68M Hold
4,929
– – 1.05% 16
2024
Q1 		$2.58M Buy
4,929
+4,200
+576% +$2.09M 0.99% 16
2023
Q4 		$346K Sell
729
-4,200
-85% -$1.87M 0.2% 37
2023
Q3 		$2.11M Hold
4,929
– – 0.97% 16
2023
Q2 		$2.18M Buy
4,929
+1
+0% +$420 0.94% 16
2023
Q1 		$2.02M Hold
4,928
– – 0.88% 16
2022
Q4 		$1.88M Hold
4,928
– – 1.06% 16
2022
Q3 		$1.76M Hold
4,928
– – 0.88% 16
2022
Q2 		$1.86M Buy
4,928
+4,158
+540% +$1.7M 0.84% 16
2022
Q1 		$348K Buy
770
+15
+2% +$6.68K 0.15% 56
2021
Q4 		$359K Buy
755
+28
+4% +$12.9K 0.14% 55
2021
Q3 		$312K Sell
727
-92
-11% -$40.6K 0.13% 58
2021
Q2 		$350K Buy
819
+28
+4% +$11.7K 0.14% 54
2021
Q1 		$296K Hold
791
– – 0.14% 57
2020
Q4 		$296K Hold
791
– – 0.14% 55
2020
Q3 		$265K Buy
791
+1
+0.1% +$331 0.15% 53
2020
Q2 		$244K Sell
790
-300
-28% -$87.8K 0.14% 51
2020
Q1 		$281K Buy
+1,090
New +$332K 0.2% 38

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BHK Investment Advisors's SPY Position: Q1 2026 in Review

BHK Investment Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.37% in Q1 2026, buying an estimated $19.7K and bringing the position to 7,782 shares worth $5.06M. The position accounts for 1.69% of the portfolio, ranked #14.

BHK Investment Advisors first reported a position in SPY in Q1 2020 and has held it in 25 quarters since. The position peaked at $5.3M in Q3 2025. 4,557 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • BHK Investment Advisors held 7,782 shares of State Street SPDR S&P 500 ETF Trust worth $5.06M as of Q1 2026.
  • BHK Investment Advisors bought 29 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $19.7K.
  • State Street SPDR S&P 500 ETF Trust made up 1.69% of BHK Investment Advisors's portfolio in Q1 2026, its #14 holding.
  • BHK Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2020 and has held it in 25 quarters since.
  • BHK Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $5.3M in Q3 2025.
  • 4,557 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on BHK Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.