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

DHK 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
2025 Q2	$6.68M	Sell	10,782 -7,784	-42%	-$4.45M	3.84%	5
2025 Q1	$10.4M	Buy	18,566 +8,889	+92%	+$5.22M	5.71%	4
2024 Q4	$5.69M	Buy	9,677 +766	+9%	+$451K	3.45%	5
2024 Q3	$5.13M	Buy	8,911 +7,238	+433%	+$4M	3.14%	6
2024 Q2	$913K	Sell	1,673 -809	-33%	-$423K	0.64%	35
2024 Q1	$1.3M	Buy	+2,482	New	+$1.24M	0.92%	32
2023 Q3	–	Sell	-5,411	Closed	-$2.41M	–	64
2023 Q2	$2.41M	Hold	5,411	–	–	2.05%	14
2023 Q1	$2.22M	Buy	+5,411	New	+$2.16M	2.76%	9
2022 Q3	–	Sell	-39,796	Closed	-$15.1M	–	44
2022 Q2	$15.1M	Buy	39,796 +291	+0.7%	+$119K	14.42%	1
2022 Q1	$17.9M	Buy	39,505 +362	+0.9%	+$161K	15.11%	2
2021 Q4	$18.7M	Buy	+39,143	New	+$18M	17.57%	1

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

DHK Financial Advisors's SPY Position: Q2 2025 in Review

DHK Financial Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 42% in Q2 2025, selling an estimated $4.45M and leaving 10,782 shares worth $6.68M. The position accounts for 3.84% of the portfolio, ranked #5.

DHK Financial Advisors first reported a position in SPY in Q4 2021 and has held it in 11 quarters since. The position peaked at $18.7M in Q4 2021. 4,235 funds tracked by Wall St. Rank hold SPY as of Q2 2025.

DHK Financial Advisors held 10,782 shares of State Street SPDR S&P 500 ETF Trust worth $6.68M as of Q2 2025.
DHK Financial Advisors sold 7,784 State Street SPDR S&P 500 ETF Trust shares in Q2 2025, an estimated $4.45M.
State Street SPDR S&P 500 ETF Trust made up 3.84% of DHK Financial Advisors's portfolio in Q2 2025, its #5 holding.
DHK Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 11 quarters since.
DHK Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $18.7M in Q4 2021.
4,235 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.