Cooper/Haims 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 | $2.83M | Sell |
4,345
-102
| -2% | -$69.3K | 1.33% | 14 |
|
|
2025
Q4 | $3.03M | Buy |
4,447
+7
| +0.2% | +$4.73K | 1.38% | 15 |
|
|
2025
Q3 | $2.96M | Sell |
4,440
-89
| -2% | -$57.1K | 1.38% | 16 |
|
|
2025
Q2 | $2.8M | Buy |
4,529
+68
| +2% | +$38.9K | 1.38% | 16 |
|
|
2025
Q1 | $2.5M | Buy |
4,461
+8
| +0.2% | +$4.7K | 1.35% | 14 |
|
|
2024
Q4 | $2.61M | Sell |
4,453
-142
| -3% | -$83.7K | 1.48% | 14 |
|
|
2024
Q3 | $2.64M | Buy |
4,595
+2
| +0% | +$1.11K | 1.45% | 13 |
|
|
2024
Q2 | $2.5M | Sell |
4,593
-5
| -0.1% | -$2.62K | 1.4% | 15 |
|
|
2024
Q1 | $2.41M | Sell |
4,598
-75
| -2% | -$37.3K | 1.4% | 16 |
|
|
2023
Q4 | $2.22M | Buy |
4,673
+10
| +0.2% | +$4.46K | 1.26% | 15 |
|
|
2023
Q3 | $1.99M | Sell |
4,663
-32
| -0.7% | -$14.2K | 1.55% | 10 |
|
|
2023
Q2 | $2.08M | Sell |
4,695
-216
| -4% | -$90.7K | 1.6% | 9 |
|
|
2023
Q1 | $2.01M | Buy |
4,911
+11
| +0.2% | +$4.39K | 1.61% | 10 |
|
|
2022
Q4 | $1.87M | Sell |
4,900
-38
| -0.8% | -$14.6K | 1.33% | 14 |
|
|
2022
Q3 | $1.76M | Buy |
4,938
+9
| +0.2% | +$3.57K | 1.46% | 13 |
|
|
2022
Q2 | $1.86M | Buy |
4,929
+9
| +0.2% | +$3.69K | 1.22% | 15 |
|
|
2022
Q1 | $2.22M | Sell |
4,920
-25
| -0.5% | -$11.1K | 1.45% | 14 |
|
|
2021
Q4 | $2.35M | Buy |
4,945
+8
| +0.2% | +$3.67K | 1.45% | 15 |
|
|
2021
Q3 | $2.12M | Sell |
4,937
-35
| -0.7% | -$15.4K | 1.28% | 16 |
|
|
2021
Q2 | $2.13M | Sell |
4,972
-41
| -0.8% | -$17.1K | 1.4% | 13 |
|
|
2021
Q1 | $1.99M | Buy |
5,013
+11
| +0.2% | +$4.24K | 1.41% | 11 |
|
|
2020
Q4 | $1.87M | Buy |
5,002
+1
| +0% | +$355 | 1.43% | 10 |
|
|
2020
Q3 | $1.68M | Buy |
5,001
+983
| +24% | +$326K | 1.38% | 10 |
|
|
2020
Q2 | $1.24M | Sell |
4,018
-4
| -0.1% | -$1.17K | 1.01% | 13 |
|
|
2020
Q1 | $1.04M | Sell |
4,022
-280
| -7% | -$85.4K | 0.9% | 13 |
|
|
2019
Q4 | $1.39M | Buy |
4,302
+8
| +0.2% | +$2.46K | 0.76% | 11 |
|
|
2019
Q3 | $1.27M | Sell |
4,294
-137
| -3% | -$40.5K | 0.78% | 11 |
|
|
2019
Q2 | $1.3M | Buy |
4,431
+183
| +4% | +$52.7K | 0.81% | 11 |
|
|
2019
Q1 | $1.2M | Sell |
4,248
-21
| -0.5% | -$5.71K | 0.76% | 12 |
|
|
2018
Q4 | $1.07M | Buy |
4,269
+782
| +22% | +$211K | 0.74% | 12 |
|
|
2018
Q3 | $1.01M | Buy |
3,487
+67
| +2% | +$19.1K | 0.7% | 11 |
|
|
2018
Q2 | $928K | Buy |
3,420
+7
| +0.2% | +$1.89K | 0.69% | 11 |
|
|
2018
Q1 | $898K | Buy |
3,413
+8
| +0.2% | +$2.18K | 0.79% | 12 |
|
|
2017
Q4 | $909K | Buy |
+3,405
| New | +$885K | 0.84% | 13 |
|
Other funds holding SPY
Cooper/Haims Advisors's SPY Position: Q1 2026 in Review
Cooper/Haims Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.3% in Q1 2026, selling an estimated $69.3K and leaving 4,345 shares worth $2.83M. The position accounts for 1.33% of the portfolio, ranked #14.
Cooper/Haims Advisors first reported a position in SPY in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.03M in Q4 2025. 4,558 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Cooper/Haims Advisors held 4,345 shares of State Street SPDR S&P 500 ETF Trust worth $2.83M as of Q1 2026.
- Cooper/Haims Advisors sold 102 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $69.3K.
- State Street SPDR S&P 500 ETF Trust made up 1.33% of Cooper/Haims Advisors's portfolio in Q1 2026, its #14 holding.
- Cooper/Haims Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 34 quarters since.
- Cooper/Haims Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $3.03M in Q4 2025.
- 4,558 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Cooper/Haims Advisors's 13F filing for Q1 2026, filed 12 May 2026.