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

Hamilton Wealth’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 Q1	–	Sell	-370	Closed	-$217K	–	128
2024 Q4	$217K	Sell	370 -65	-15%	-$38.3K	0.05%	90
2024 Q3	$250K	Sell	435 -99	-19%	-$54.7K	0.06%	92
2024 Q2	$291K	Hold	534	–	–	0.08%	71
2024 Q1	$279K	Buy	+534	New	+$266K	0.09%	81
2023 Q1	–	Sell	-715	Closed	-$273K	–	105
2022 Q4	$273K	Buy	+715	New	+$275K	0.11%	65
2022 Q1	–	Sell	-1,102	Closed	-$523K	–	89
2021 Q4	$523K	Buy	+1,102	New	+$506K	0.23%	33

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Hamilton Wealth's SPY Position: Q1 2025 in Review

Hamilton Wealth sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2025, closing a stake of 370 shares — an estimated $217K sold.

Hamilton Wealth first reported a position in SPY in Q4 2021 and held it in 6 quarters. The position peaked at $523K in Q4 2021. 4,172 funds tracked by Wall St. Rank hold SPY as of Q1 2025.

Hamilton Wealth reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2025 after selling out during the quarter.
Hamilton Wealth sold 370 State Street SPDR S&P 500 ETF Trust shares in Q1 2025, an estimated $217K.
Hamilton Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and held it in 6 quarters.
Hamilton Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $523K in Q4 2021.
4,172 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2025.

Based on Hamilton Wealth's 13F filing for Q1 2025, filed 14 Nov 2025.