Hager Investment Management Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Hager Investment Management Services’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	$394K	Hold	528	–	–	0.18%	75
2026 Q1	$343K	Hold	528	–	–	0.19%	77
2025 Q4	$360K	Hold	528	–	–	0.2%	74
2025 Q3	$352K	Hold	528	–	–	0.19%	74
2025 Q2	$326K	Sell	528 -24	-4%	-$13.7K	0.19%	71
2025 Q1	$309K	Sell	552 -567	-51%	-$333K	0.22%	74
2024 Q4	$656K	Buy	+1,119	New	+$659K	0.41%	50

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

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

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 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

Hager Investment Management Services's SPY Position: Q2 2026 in Review

Hager Investment Management Services held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 528 shares worth $394K. The position accounts for 0.18% of the portfolio, ranked #75.

Hager Investment Management Services first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. The position peaked at $656K in Q4 2024. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Hager Investment Management Services held 528 shares of State Street SPDR S&P 500 ETF Trust worth $394K as of Q2 2026.
Hager Investment Management Services left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.18% of Hager Investment Management Services's portfolio in Q2 2026, its #75 holding.
Hager Investment Management Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
Hager Investment Management Services's State Street SPDR S&P 500 ETF Trust position peaked at $656K in Q4 2024.
1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.