Hamilton Capital Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Hamilton Capital Partners’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	$611K	Sell	818 -7,430	-90%	-$5.39M	0.18%	20
2026 Q1	$5.36M	Buy	8,248 +7,380	+850%	+$5.02M	1.67%	12
2025 Q4	$592K	Hold	868	–	–	0.2%	19
2025 Q3	$578K	Hold	868	–	–	0.22%	16
2025 Q2	$536K	Hold	868	–	–	0.26%	16
2025 Q1	$486K	Sell	868 -220	-20%	-$129K	0.31%	18
2024 Q4	$638K	Buy	+1,088	New	+$641K	0.4%	23

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PAI

Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

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

FTF

Freedom Together Foundation New York $867M AUM 20.05% 1-Year Est. Return

Hamilton Capital Partners's SPY Position: Q2 2026 in Review

Hamilton Capital Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 90% in Q2 2026, selling an estimated $5.39M and leaving 818 shares worth $611K. The position accounts for 0.18% of the portfolio, ranked #20.

Hamilton Capital Partners first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.36M in Q1 2026. 2,679 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Hamilton Capital Partners held 818 shares of State Street SPDR S&P 500 ETF Trust worth $611K as of Q2 2026.
Hamilton Capital Partners sold 7,430 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $5.39M.
State Street SPDR S&P 500 ETF Trust made up 0.18% of Hamilton Capital Partners's portfolio in Q2 2026, its #20 holding.
Hamilton Capital Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
Hamilton Capital Partners's State Street SPDR S&P 500 ETF Trust position peaked at $5.36M in Q1 2026.
2,679 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Hamilton Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.