HBW Advisory Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

HBW Advisory 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	$3.06M	Buy	4,104 +551	+16%	+$399K	0.28%	81
2026 Q1	$2.31M	Sell	3,553 -24	-0.7%	-$16.3K	0.24%	98
2025 Q4	$2.44M	Buy	3,577 +323	+10%	+$218K	0.27%	88
2025 Q3	$2.17M	Sell	3,254 -727	-18%	-$466K	0.24%	104
2025 Q2	$2.46M	Sell	3,981 -664	-14%	-$380K	0.3%	82
2025 Q1	$2.6M	Buy	4,645 +1,014	+28%	+$596K	0.37%	76
2024 Q4	$2.13M	Buy	3,631 +419	+13%	+$247K	0.22%	87
2024 Q3	$1.84M	Buy	3,212 +265	+9%	+$147K	0.27%	93
2024 Q2	$1.6M	Buy	2,947 +579	+24%	+$303K	0.27%	100
2024 Q1	$1.13M	Hold	2,368	–	–	0.21%	113
2023 Q4	$1.13M	Sell	2,368 -784	-25%	-$349K	0.21%	113
2023 Q3	$920K	Buy	3,152 +879	+39%	+$391K	0.19%	121
2023 Q2	$1.01M	Sell	2,273 -552	-20%	-$232K	0.22%	111
2023 Q1	$1.16M	Sell	2,825 -320	-10%	-$128K	0.29%	88
2022 Q4	$1.2M	Buy	3,145 +629	+25%	+$242K	0.32%	89
2022 Q3	$899K	Sell	2,516 -7,439	-75%	-$2.95M	0.25%	112
2022 Q2	$1.39M	Buy	9,955 +1,005	+11%	+$412K	0.36%	77
2022 Q1	$4.04M	Sell	8,950 -799	-8%	-$356K	1.42%	10
2021 Q4	$4.63M	Sell	9,749 -77	-0.8%	-$35.3K	1.07%	28
2021 Q3	$4.22M	Buy	9,826 +44	+0.4%	+$19.4K	1.09%	27
2021 Q2	$4.19M	Sell	9,782 -526	-5%	-$220K	1.1%	32
2021 Q1	$4.08M	Sell	10,308 -789	-7%	-$304K	1.09%	27
2020 Q4	$4.15M	Sell	11,097 -322	-3%	-$114K	1.26%	21
2020 Q3	$3.82M	Sell	11,419 -964	-8%	-$319K	1.57%	11
2020 Q2	$3.82M	Buy	12,383 +347	+3%	+$102K	1.77%	9
2020 Q1	$3.3M	Sell	12,036 -8,061	-40%	-$2.46M	2.39%	8
2019 Q4	$3.97M	Buy	20,097 +1,851	+10%	+$570K	2.32%	8
2019 Q3	$2.96M	Buy	+18,246	New	+$5.39M	2.83%	6

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HBW Advisory Services's SPY Position: Q2 2026 in Review

HBW Advisory Services increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 16% in Q2 2026, buying an estimated $399K and bringing the position to 4,104 shares worth $3.06M. The position accounts for 0.28% of the portfolio, ranked #81.

HBW Advisory Services first reported a position in SPY in Q3 2019 and has held it in 28 quarters since. The position peaked at $4.63M in Q4 2021. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

HBW Advisory Services held 4,104 shares of State Street SPDR S&P 500 ETF Trust worth $3.06M as of Q2 2026.
HBW Advisory Services bought 551 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $399K.
State Street SPDR S&P 500 ETF Trust made up 0.28% of HBW Advisory Services's portfolio in Q2 2026, its #81 holding.
HBW Advisory Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2019 and has held it in 28 quarters since.
HBW Advisory Services's State Street SPDR S&P 500 ETF Trust position peaked at $4.63M in Q4 2021.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.