HC Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

HC Advisors’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	$583K	Buy	896 +96	+12%	+$65.3K	0.39%	30
2025 Q4	$546K	Hold	800	–	–	0.38%	28
2025 Q3	$533K	Sell	800 -5	-0.6%	-$3.21K	0.37%	30
2025 Q2	$497K	Hold	805	–	–	0.35%	30
2025 Q1	$450K	Sell	805 -22	-3%	-$12.9K	0.34%	33
2024 Q4	$485K	Buy	827 +21	+3%	+$12.4K	0.39%	32
2024 Q3	$462K	Hold	806	–	–	0.38%	30
2024 Q2	$439K	Sell	806 -3,291	-80%	-$1.72M	0.4%	29
2024 Q1	$2.14M	Buy	4,097 +781	+24%	+$389K	1.02%	26
2023 Q4	$1.58M	Sell	3,316 -26	-0.8%	-$11.6K	0.88%	28
2023 Q3	$1.43M	Buy	3,342 +4	+0.1%	+$1.78K	0.85%	27
2023 Q2	$1.48M	Sell	3,338 -6	-0.2%	-$2.52K	0.86%	27
2023 Q1	$1.37M	Buy	3,344 +3	+0.1%	+$1.2K	0.85%	28
2022 Q4	$1.28M	Sell	3,341 -77	-2%	-$29.6K	0.87%	28
2022 Q3	$1.22M	Buy	3,418 +3	+0.1%	+$1.19K	0.84%	30
2022 Q2	$1.29M	Hold	3,415	–	–	0.92%	27
2022 Q1	$1.54M	Hold	3,415	–	–	0.98%	25
2021 Q4	$1.62M	Sell	3,415 -59	-2%	-$27.1K	1%	25
2021 Q3	$1.49M	Buy	3,474 +2	+0.1%	+$882	0.98%	24
2021 Q2	$1.49M	Buy	3,472 +7	+0.2%	+$2.92K	0.91%	24
2021 Q1	$1.37M	Buy	3,465 +2	+0.1%	+$771	0.89%	24
2020 Q4	$1.29M	Buy	+3,463	New	+$1.23M	0.89%	22
2020 Q1	–	Sell	-6,457	Closed	-$2.08M	–	58
2019 Q4	$2.08M	Buy	+6,457	New	+$1.99M	2.14%	13

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

HC Advisors's SPY Position: Q1 2026 in Review

HC Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 12% in Q1 2026, buying an estimated $65.3K and bringing the position to 896 shares worth $583K. The position accounts for 0.39% of the portfolio, ranked #30.

HC Advisors first reported a position in SPY in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.14M in Q1 2024. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

HC Advisors held 896 shares of State Street SPDR S&P 500 ETF Trust worth $583K as of Q1 2026.
HC Advisors bought 96 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $65.3K.
State Street SPDR S&P 500 ETF Trust made up 0.39% of HC Advisors's portfolio in Q1 2026, its #30 holding.
HC Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 23 quarters since.
HC Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $2.14M in Q1 2024.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on HC Advisors's 13F filing for Q1 2026, filed 5 May 2026.