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
2024 Q2	–	Sell	-3,400	Closed	-$407K	–	363
2024 Q1	$407K	Hold	3,400	–	–	0.08%	192
2023 Q4	$407K	Buy	3,400 +163	+5%	+$72.6K	0.08%	192
2023 Q3	$299K	Sell	3,237 -63	-2%	-$28K	0.06%	212
2023 Q2	$345K	Sell	3,300 -1,500	-31%	-$630K	0.07%	214
2023 Q1	$359K	Buy	+4,800	New	+$1.92M	0.09%	188
2022 Q2	–	Sell	-7,200	Closed	-$820K	–	249
2022 Q1	$820K	Buy	7,200 +900	+14%	+$401K	0.29%	97
2021 Q4	$3.01M	Sell	6,300 -700	-10%	-$321K	0.7%	47
2021 Q3	$695K	Sell	7,000 -800	-10%	-$353K	0.18%	130
2021 Q2	$703K	Hold	7,800	–	–	0.18%	126
2021 Q1	$596K	Sell	7,800 -1,000	-11%	-$386K	0.16%	130
2020 Q4	$493K	Buy	8,800 +400	+5%	+$142K	0.15%	126
2020 Q3	$297K	Buy	+8,400	New	+$2.78M	0.12%	142

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

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

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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. 1,031 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.
1,031 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.