DFA
SPY icon

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

DHJJ Financial 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 		$5.27M Sell
7,059
-95
-1% -$68.9K 1.52% 12
2026
Q1 		$4.65M Sell
7,154
-43
-0.6% -$29.2K 1.54% 11
2025
Q4 		$4.91M Buy
7,197
+16
+0.2% +$10.8K 1.63% 11
2025
Q3 		$4.78M Sell
7,181
-81
-1% -$51.9K 1.62% 11
2025
Q2 		$4.49M Buy
7,262
+58
+0.8% +$33.2K 1.62% 12
2025
Q1 		$4.03M Buy
7,204
+22
+0.3% +$12.9K 1.62% 12
2024
Q4 		$4.21M Sell
7,182
-315
-4% -$186K 1.64% 12
2024
Q3 		$4.3M Buy
7,497
+70
+0.9% +$38.7K 1.7% 12
2024
Q2 		$4.04M Buy
7,427
+421
+6% +$220K 1.71% 12
2024
Q1 		$3.66M Sell
7,006
-183
-3% -$91.1K 1.62% 11
2023
Q4 		$3.42M Sell
7,189
-68
-0.9% -$30.3K 1.6% 11
2023
Q3 		$3.1M Sell
7,257
-47
-0.6% -$20.9K 1.58% 11
2023
Q2 		$3.24M Sell
7,304
-99
-1% -$41.5K 1.68% 11
2023
Q1 		$3.03M Sell
7,403
-170
-2% -$67.8K 1.64% 13
2022
Q4 		$2.89M Sell
7,573
-554
-7% -$213K 1.66% 13
2022
Q3 		$2.9M Buy
8,127
+27
+0.3% +$10.7K 1.69% 13
2022
Q2 		$3.06M Buy
8,100
+268
+3% +$110K 1.71% 14
2022
Q1 		$3.55M Buy
7,832
+169
+2% +$75.2K 1.7% 12
2021
Q4 		$3.65M Sell
7,663
-325
-4% -$149K 1.71% 13
2021
Q3 		$3.43M Sell
7,988
-255
-3% -$112K 1.77% 13
2021
Q2 		$3.53M Sell
8,243
-65
-0.8% -$27.1K 1.86% 13
2021
Q1 		$3.29M Sell
8,308
-37
-0.4% -$14.3K 1.91% 13
2020
Q4 		$3.12M Buy
+8,345
New +$2.96M 1.96% 13

Other funds holding SPY

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
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

DHJJ Financial Advisors's SPY Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.3% in Q2 2026, selling an estimated $68.9K and leaving 7,059 shares worth $5.27M. The position accounts for 1.52% of the portfolio, ranked #12.

DHJJ Financial Advisors first reported a position in SPY in Q4 2020 and has held it in 23 quarters since. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • DHJJ Financial Advisors held 7,059 shares of State Street SPDR S&P 500 ETF Trust worth $5.27M as of Q2 2026.
  • DHJJ Financial Advisors sold 95 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $68.9K.
  • State Street SPDR S&P 500 ETF Trust made up 1.52% of DHJJ Financial Advisors's portfolio in Q2 2026, its #12 holding.
  • DHJJ Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 23 quarters since.
  • 1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.