Fox Hill Wealth Management’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
$289K Buy
444
+33
+8% +$22.4K 0.14% 92
2025
Q4
$281K Sell
411
-66
-14% -$44.6K 0.13% 91
2025
Q3
$318K Sell
477
-1
-0.2% -$641 0.15% 87
2025
Q2
$295K Buy
478
+12
+3% +$6.86K 0.15% 88
2025
Q1
$260K Buy
466
+29
+7% +$17K 0.15% 87
2024
Q4
$256K Buy
437
+33
+8% +$19.4K 0.14% 87
2024
Q3
$232K Buy
+404
New +$223K 0.13% 91

Other funds holding SPY

Fox Hill Wealth Management's SPY Position: Q1 2026 in Review

Fox Hill Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8% in Q1 2026, buying an estimated $22.4K and bringing the position to 444 shares worth $289K. The position accounts for 0.14% of the portfolio, ranked #92.

Fox Hill Wealth Management first reported a position in SPY in Q3 2024 and has held it in 7 quarters since. The position peaked at $318K in Q3 2025. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Fox Hill Wealth Management held 444 shares of State Street SPDR S&P 500 ETF Trust worth $289K as of Q1 2026.
  • Fox Hill Wealth Management bought 33 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $22.4K.
  • State Street SPDR S&P 500 ETF Trust made up 0.14% of Fox Hill Wealth Management's portfolio in Q1 2026, its #92 holding.
  • Fox Hill Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2024 and has held it in 7 quarters since.
  • Fox Hill Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $318K in Q3 2025.
  • 4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Fox Hill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.