Hayek Kallen Investment Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Hayek Kallen Investment Management’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	$859K	Buy	+1,321	New	+$898K	0.28%	52
2025 Q4	–	Sell	-1,245	Closed	-$829K	–	168
2025 Q3	$829K	Buy	1,245 +62	+5%	+$39.7K	0.26%	55
2025 Q2	$731K	Buy	1,183 +488	+70%	+$279K	0.25%	59
2025 Q1	$389K	Buy	695 +49	+8%	+$28.8K	0.14%	70
2024 Q4	$379K	Buy	646 +20	+3%	+$11.8K	0.14%	73
2024 Q3	$359K	Buy	626 +2	+0.3%	+$1.11K	0.13%	77
2024 Q2	$340K	Buy	624 +159	+34%	+$83.2K	0.13%	75
2024 Q1	$243K	Buy	+465	New	+$232K	0.09%	84

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

Hayek Kallen Investment Management's SPY Position: Q1 2026 in Review

Hayek Kallen Investment Management opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026: 1,321 shares worth $859K. The stake represents 0.28% of the portfolio and ranks #52 among its holdings. This is a return to the name: Hayek Kallen Investment Management previously reported a position in SPY as recently as Q3 2025.

Hayek Kallen Investment Management first reported a position in SPY in Q1 2024 and has held it in 8 quarters since. 4,560 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Hayek Kallen Investment Management held 1,321 shares of State Street SPDR S&P 500 ETF Trust worth $859K as of Q1 2026.
State Street SPDR S&P 500 ETF Trust was a new Hayek Kallen Investment Management position in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.28% of Hayek Kallen Investment Management's portfolio in Q1 2026, its #52 holding.
Hayek Kallen Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 8 quarters since.
4,560 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Hayek Kallen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.