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Hapanowicz & Associates Financial Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Hapanowicz & Associates Financial 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 		$44.2M Buy
59,158
+346
+0.6% +$251K 13.74% 3
2026
Q1 		$38.2M Buy
58,812
+1,845
+3% +$1.25M 15.21% 3
2025
Q4 		$38.8M Buy
56,967
+884
+2% +$597K 15.22% 3
2025
Q3 		$37.4M Buy
56,083
+1,232
+2% +$790K 17.25% 3
2025
Q2 		$33.9M Buy
54,851
+215
+0.4% +$123K 17.12% 3
2025
Q1 		$30.6M Buy
54,636
+4,566
+9% +$2.68M 17.02% 3
2024
Q4 		$29.3M Buy
50,070
+10,759
+27% +$6.34M 14.74% 3
2024
Q3 		$22.6M Buy
+39,311
New +$21.7M 11.36% 4

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
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
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Hapanowicz & Associates Financial Services's SPY Position: Q2 2026 in Review

Hapanowicz & Associates Financial Services increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.59% in Q2 2026, buying an estimated $251K and bringing the position to 59,158 shares worth $44.2M. The position accounts for 13.74% of the portfolio, ranked #3.

Hapanowicz & Associates Financial Services first reported a position in SPY in Q3 2024 and has held it in 8 quarters since. 2,268 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Hapanowicz & Associates Financial Services held 59,158 shares of State Street SPDR S&P 500 ETF Trust worth $44.2M as of Q2 2026.
  • Hapanowicz & Associates Financial Services bought 346 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $251K.
  • State Street SPDR S&P 500 ETF Trust made up 13.74% of Hapanowicz & Associates Financial Services's portfolio in Q2 2026, its #3 holding.
  • Hapanowicz & Associates Financial Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2024 and has held it in 8 quarters since.
  • 2,268 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Hapanowicz & Associates Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.