Hartford Financial Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $61.1K | Hold |
94
| – | – | 0.02% | 181 |
|
|
2025
Q4 | $64.1K | Hold |
94
| – | – | 0.02% | 175 |
|
|
2025
Q3 | $62.6K | Buy |
94
+39
| +71% | +$25K | 0.02% | 172 |
|
|
2025
Q2 | $34K | Sell |
55
-60
| -52% | -$34.3K | 0.01% | 213 |
|
|
2025
Q1 | $64.3K | Sell |
115
-62
| -35% | -$36.4K | 0.01% | 195 |
|
|
2024
Q4 | $104K | Buy |
177
+62
| +54% | +$36.5K | 0.02% | 182 |
|
|
2024
Q3 | $66K | Hold |
115
| – | – | 0.01% | 200 |
|
|
2024
Q2 | $62.6K | Sell |
115
-72
| -39% | -$37.7K | 0.01% | 203 |
|
|
2024
Q1 | $97.8K | Buy |
187
+27
| +17% | +$13.4K | 0.02% | 182 |
|
|
2023
Q4 | $76K | Hold |
160
| – | – | 0.02% | 199 |
|
|
2023
Q3 | $68.4K | Hold |
160
| – | – | 0.02% | 198 |
|
|
2023
Q2 | $70.9K | Buy |
160
+37
| +30% | +$15.5K | 0.02% | 194 |
|
|
2023
Q1 | $50.4K | Hold |
123
| – | – | 0.01% | 215 |
|
|
2022
Q4 | $47K | Hold |
123
| – | – | 0.01% | 210 |
|
|
2022
Q3 | $44K | Hold |
123
| – | – | 0.01% | 210 |
|
|
2022
Q2 | $46K | Sell |
123
-91
| -43% | -$37.3K | 0.01% | 211 |
|
|
2022
Q1 | $97K | Buy |
214
+100
| +88% | +$44.5K | 0.02% | 179 |
|
|
2021
Q4 | $54K | Sell |
114
-128
| -53% | -$58.8K | 0.01% | 211 |
|
|
2021
Q3 | $104K | Buy |
242
+128
| +112% | +$56.5K | 0.03% | 175 |
|
|
2021
Q2 | $49K | Buy |
114
+23
| +25% | +$9.6K | 0.01% | 208 |
|
|
2021
Q1 | $36K | Sell |
91
-171
| -65% | -$65.9K | 0.01% | 217 |
|
|
2020
Q4 | $98K | Hold |
262
| – | – | 0.03% | 171 |
|
|
2020
Q3 | $88K | Hold |
262
| – | – | 0.03% | 169 |
|
|
2020
Q2 | $81K | Hold |
262
| – | – | 0.03% | 173 |
|
|
2020
Q1 | $68K | Buy |
262
+113
| +76% | +$34.5K | 0.03% | 172 |
|
|
2019
Q4 | $48K | Buy |
+149
| New | +$45.9K | 0.02% | 212 |
|
|
2019
Q1 | – | Sell |
-514
| Closed | -$128K | – | 387 |
|
|
2018
Q4 | $128K | Hold |
514
| – | – | 0.05% | 173 |
|
|
2018
Q3 | $149K | Hold |
514
| – | – | 0.05% | 172 |
|
|
2018
Q2 | $139K | Buy |
+514
| New | +$139K | 0.05% | 174 |
|
|
2018
Q1 | – | Sell |
-1,100
| Closed | -$293K | – | 358 |
|
|
2017
Q4 | $293K | Hold |
1,100
| – | – | 0.14% | 105 |
|
|
2017
Q3 | $276K | Buy |
+1,100
| New | +$271K | 0.14% | 110 |
|
|
2016
Q4 | – | Sell |
-1,056
| Closed | -$228K | – | 330 |
|
|
2016
Q3 | $228K | Hold |
1,056
| – | – | 0.14% | 108 |
|
|
2016
Q2 | $221K | Hold |
1,056
| – | – | 0.13% | 106 |
|
|
2016
Q1 | $217K | Hold |
1,056
| – | – | 0.14% | 105 |
|
|
2015
Q4 | $215K | Buy |
+1,056
| New | +$217K | 0.13% | 103 |
|
Other funds holding SPY
Hartford Financial Management's SPY Position: Q1 2026 in Review
Hartford Financial Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 94 shares worth $61.1K. The position accounts for 0.02% of the portfolio, ranked #181.
Hartford Financial Management first reported a position in SPY in Q4 2015 and has held it in 35 quarters since. The position peaked at $293K in Q4 2017. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Hartford Financial Management held 94 shares of State Street SPDR S&P 500 ETF Trust worth $61.1K as of Q1 2026.
- Hartford Financial Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
- State Street SPDR S&P 500 ETF Trust made up 0.02% of Hartford Financial Management's portfolio in Q1 2026, its #181 holding.
- Hartford Financial Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2015 and has held it in 35 quarters since.
- Hartford Financial Management's State Street SPDR S&P 500 ETF Trust position peaked at $293K in Q4 2017.
- 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Hartford Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.