Hardy Reed’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Hardy Reed’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 Q1	$20.5M	Sell	31,453 -8	-0%	-$5.44K	1.49%	12
2025 Q4	$21.5M	Sell	31,461 -61	-0.2%	-$41.2K	1.53%	12
2025 Q3	$21M	Buy	31,522 +184	+0.6%	+$118K	1.55%	11
2025 Q2	$19.4M	Sell	31,338 -153	-0.5%	-$87.5K	1.55%	10
2025 Q1	$17.6M	Sell	31,491 -4,089	-11%	-$2.4M	1.55%	10
2024 Q4	$20.9M	Buy	35,580 +4,164	+13%	+$2.45M	1.84%	10
2024 Q3	$18M	Hold	31,416	–	–	1.61%	10
2024 Q2	$17.1M	Hold	31,416	–	–	1.72%	9
2024 Q1	$16.4M	Hold	31,416	–	–	2.04%	8
2023 Q4	$14.9M	Buy	31,416 +26,575	+549%	+$11.8M	2.02%	9
2023 Q3	$2.07M	Hold	4,841	–	–	0.38%	21
2023 Q2	$2.15M	Hold	4,841	–	–	0.38%	21
2023 Q1	$1.98M	Hold	4,841	–	–	0.35%	27
2022 Q4	$1.85M	Hold	4,841	–	–	0.35%	27
2022 Q3	$1.73M	Hold	4,841	–	–	0.38%	20
2022 Q2	$1.83M	Hold	4,841	–	–	0.39%	20
2022 Q1	$2.19M	Hold	4,841	–	–	0.41%	18
2021 Q4	$2.3M	Hold	4,841	–	–	0.38%	22
2021 Q3	$2.08M	Hold	4,841	–	–	0.37%	25
2021 Q2	$2.07M	Hold	4,841	–	–	0.37%	26
2021 Q1	$1.92M	Sell	4,841 -70	-1%	-$27K	0.37%	25
2020 Q4	$1.84M	Buy	4,911 +250	+5%	+$88.7K	0.38%	26
2020 Q3	$1.56M	Hold	4,661	–	–	0.39%	26
2020 Q2	$1.44M	Hold	4,661	–	–	0.51%	28
2020 Q1	$1.2M	Hold	4,661	–	–	0.55%	26
2019 Q4	$1.5M	Hold	4,661	–	–	0.56%	26
2019 Q3	$1.38M	Hold	4,661	–	–	0.55%	26
2019 Q2	$1.37M	Hold	4,661	–	–	0.54%	25
2019 Q1	$1.32M	Hold	4,661	–	–	0.48%	24
2018 Q4	$1.17M	Buy	+4,661	New	+$1.26M	0.48%	24

Other funds holding SPY

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Hardy Reed's SPY Position: Q1 2026 in Review

Hardy Reed reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.03% in Q1 2026, selling an estimated $5.44K and leaving 31,453 shares worth $20.5M. The position accounts for 1.49% of the portfolio, ranked #12.

Hardy Reed first reported a position in SPY in Q4 2018 and has held it in 30 quarters since. The position peaked at $21.5M in Q4 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Hardy Reed held 31,453 shares of State Street SPDR S&P 500 ETF Trust worth $20.5M as of Q1 2026.
Hardy Reed sold 8 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $5.44K.
State Street SPDR S&P 500 ETF Trust made up 1.49% of Hardy Reed's portfolio in Q1 2026, its #12 holding.
Hardy Reed first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 30 quarters since.
Hardy Reed's State Street SPDR S&P 500 ETF Trust position peaked at $21.5M in Q4 2025.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Hardy Reed's 13F filing for Q1 2026, filed 28 Apr 2026.