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 Q2	$5.79M	Sell	7,747 -35	-0.4%	-$25.4K	1.73%	14
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

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

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

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

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

BHK Investment Advisors's SPY Position: Q2 2026 in Review

BHK Investment Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.45% in Q2 2026, selling an estimated $25.4K and leaving 7,747 shares worth $5.79M. The position accounts for 1.73% of the portfolio, ranked #14.

BHK Investment Advisors first reported a position in SPY in Q1 2020 and has held it in 26 quarters since. 1,923 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

BHK Investment Advisors held 7,747 shares of State Street SPDR S&P 500 ETF Trust worth $5.79M as of Q2 2026.
BHK Investment Advisors sold 35 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $25.4K.
State Street SPDR S&P 500 ETF Trust made up 1.73% of BHK Investment Advisors's portfolio in Q2 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 26 quarters since.
1,923 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on BHK Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.