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 Q3	$624K	Hold	818	–	–	0.18%	17
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Hamilton Capital Partners's SPY Position: Q3 2026 in Review

Hamilton Capital Partners held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 818 shares worth $624K. The position accounts for 0.18% of the portfolio, ranked #17.

Hamilton Capital Partners first reported a position in SPY in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.36M in Q1 2026. 3,363 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Hamilton Capital Partners held 818 shares of State Street SPDR S&P 500 ETF Trust worth $624K as of Q3 2026.
Hamilton Capital Partners left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 0.18% of Hamilton Capital Partners's portfolio in Q3 2026, its #17 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 8 quarters since.
Hamilton Capital Partners's State Street SPDR S&P 500 ETF Trust position peaked at $5.36M in Q1 2026.
3,363 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Hamilton Capital Partners's 13F filing for Q3 2026, filed 10 Nov 2026.