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

Birch Hill 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 		$2.03M Sell
2,714
-10
-0.4% -$7.25K 0.08% 87
2026
Q1 		$1.77M Sell
2,724
-5
-0.2% -$3.4K 0.08% 91
2025
Q4 		$1.86M Buy
2,729
+12
+0.4% +$8.11K 0.08% 88
2025
Q3 		$1.81M Hold
2,717
– – 0.08% 88
2025
Q2 		$1.68M Sell
2,717
-204
-7% -$117K 0.07% 89
2025
Q1 		$1.63M Buy
2,921
+19
+0.7% +$11.2K 0.08% 92
2024
Q4 		$1.7M Buy
2,902
+18
+0.6% +$10.6K 0.08% 91
2024
Q3 		$1.65M Buy
2,884
+2
+0.1% +$1.11K 0.08% 92
2024
Q2 		$1.57M Hold
2,882
– – 0.08% 89
2024
Q1 		$1.51M Buy
2,882
+30
+1% +$14.9K 0.07% 93
2023
Q4 		$1.36M Sell
2,852
-240
-8% -$107K 0.07% 91
2023
Q3 		$1.32M Sell
3,092
-300
-9% -$133K 0.08% 88
2023
Q2 		$1.5M Buy
3,392
+625
+23% +$262K 0.09% 84
2023
Q1 		$1.13M Sell
2,767
-849
-23% -$339K 0.07% 92
2022
Q4 		$1.38M Hold
3,616
– – 0.09% 87
2022
Q3 		$1.29M Sell
3,616
-125
-3% -$49.6K 0.09% 88
2022
Q2 		$1.41M Sell
3,741
-156
-4% -$63.9K 0.09% 86
2022
Q1 		$1.76M Sell
3,897
-136
-3% -$60.5K 0.09% 82
2021
Q4 		$1.92M Sell
4,033
-50
-1% -$23K 0.09% 80
2021
Q3 		$1.75M Buy
4,083
+31
+0.8% +$13.7K 0.09% 80
2021
Q2 		$1.73M Sell
4,052
-100
-2% -$41.7K 0.09% 81
2021
Q1 		$1.65M Buy
4,152
+520
+14% +$201K 0.09% 80
2020
Q4 		$1.36M Sell
3,632
-61
-2% -$21.6K 0.08% 84
2020
Q3 		$1.24M Hold
3,693
– – 0.08% 82
2020
Q2 		$1.14M Buy
3,693
+96
+3% +$28.1K 0.08% 82
2020
Q1 		$927K Sell
3,597
-290
-7% -$88.5K 0.08% 82
2019
Q4 		$1.25M Hold
3,887
– – 0.08% 84
2019
Q3 		$1.15M Buy
3,887
+945
+32% +$279K 0.08% 83
2019
Q2 		$862K Buy
2,942
+110
+4% +$31.7K 0.06% 95
2019
Q1 		$800K Sell
2,832
-175
-6% -$47.5K 0.06% 92
2018
Q4 		$752K Hold
3,007
– – 0.07% 89
2018
Q3 		$874K Sell
3,007
-225
-7% -$64.1K 0.06% 90
2018
Q2 		$877K Buy
3,232
+50
+2% +$13.5K 0.07% 89
2018
Q1 		$837K Buy
3,182
+475
+18% +$130K 0.07% 81
2017
Q4 		$722K Hold
2,707
– – 0.06% 92
2017
Q3 		$680K Hold
2,707
– – 0.06% 91
2017
Q2 		$655K Sell
2,707
-350
-11% -$83.9K 0.06% 88
2017
Q1 		$721K Sell
3,057
-363
-11% -$84.3K 0.06% 86
2016
Q4 		$764K Buy
3,420
+2
+0.1% +$437 0.07% 83
2016
Q3 		$739K Hold
3,418
– – 0.07% 83
2016
Q2 		$716K Hold
3,418
– – 0.07% 85
2016
Q1 		$702K Sell
3,418
-370
-10% -$72.2K 0.07% 85
2015
Q4 		$772K Buy
3,788
+50
+1% +$10.3K 0.08% 83
2015
Q3 		$716K Sell
3,738
-145
-4% -$29.4K 0.08% 86
2015
Q2 		$799K Buy
3,883
+1,410
+57% +$296K 0.08% 88
2015
Q1 		$511K Sell
2,473
-135
-5% -$27.9K 0.05% 101
2014
Q4 		$536K Buy
2,608
+30
+1% +$6.03K 0.05% 102
2014
Q3 		$508K Buy
2,578
+230
+10% +$45.5K 0.05% 101
2014
Q2 		$460K Hold
2,348
– – 0.05% 102
2014
Q1 		$439K Buy
2,348
+75
+3% +$13.8K 0.05% 101
2013
Q4 		$420K Buy
2,273
+80
+4% +$14.2K 0.04% 107
2013
Q3 		$368K Hold
2,193
– – 0.04% 106
2013
Q2 		$352K Buy
+2,193
New +$353K 0.04% 109

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

Birch Hill Investment Advisors's SPY Position: Q2 2026 in Review

Birch Hill Investment Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.37% in Q2 2026, selling an estimated $7.25K and leaving 2,714 shares worth $2.03M. The position accounts for 0.08% of the portfolio, ranked #87.

Birch Hill Investment Advisors first reported a position in SPY in Q2 2013 and has held it in 53 quarters since. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Birch Hill Investment Advisors held 2,714 shares of State Street SPDR S&P 500 ETF Trust worth $2.03M as of Q2 2026.
  • Birch Hill Investment Advisors sold 10 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $7.25K.
  • State Street SPDR S&P 500 ETF Trust made up 0.08% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #87 holding.
  • Birch Hill Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 53 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 Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.