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

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

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.