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

HCR Wealth 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 Q2	$7.14M	Sell	9,561 -359	-4%	-$260K	0.64%	27
2026 Q1	$6.45M	Buy	9,920 +236	+2%	+$160K	0.67%	26
2025 Q4	$6.6M	Buy	9,684 +230	+2%	+$155K	0.65%	26
2025 Q3	$6.33M	Sell	9,454 -322	-3%	-$206K	0.66%	25
2025 Q2	$6.04M	Buy	9,776 +86	+0.9%	+$49.2K	0.71%	21
2025 Q1	$5.42M	Buy	9,690 +604	+7%	+$355K	0.71%	22
2024 Q4	$5.33M	Sell	9,086 -54	-0.6%	-$31.8K	0.67%	20
2024 Q3	$5.24M	Buy	9,140 +1,658	+22%	+$917K	0.69%	20
2024 Q2	$4.07M	Buy	7,482 +1,208	+19%	+$632K	0.58%	26
2024 Q1	$3.28M	Buy	6,274 +40	+0.6%	+$19.9K	0.5%	32
2023 Q4	$2.96M	Buy	6,234 +1,669	+37%	+$743K	0.47%	37
2023 Q3	$1.95M	Sell	4,565 -263	-5%	-$117K	0.43%	42
2023 Q2	$2.14M	Sell	4,828 -473	-9%	-$199K	0.4%	45
2023 Q1	$2.18M	Buy	5,301 +364	+7%	+$145K	0.43%	44
2022 Q4	$1.9M	Buy	4,937 +36	+0.7%	+$13.8K	0.4%	55
2022 Q3	$1.76M	Sell	4,901 -45	-0.9%	-$17.9K	0.37%	57
2022 Q2	$1.87M	Buy	4,946 +53	+1%	+$21.7K	0.38%	58
2022 Q1	$2.21M	Sell	4,893 -12	-0.2%	-$5.34K	0.36%	61
2021 Q4	$2.33M	Buy	4,905 +130	+3%	+$59.7K	0.36%	63
2021 Q3	$2.05M	Sell	4,775 -119	-2%	-$52.5K	0.34%	67
2021 Q2	$2.1M	Buy	4,894 +47	+1%	+$19.6K	0.36%	62
2021 Q1	$1.92M	Sell	4,847 -2,994	-38%	-$1.15M	0.38%	58
2020 Q4	$2.93M	Buy	7,841 +249	+3%	+$88.3K	0.61%	27
2020 Q3	$2.54M	Sell	7,592 -129	-2%	-$42.8K	0.58%	30
2020 Q2	$2.4M	Buy	7,721 +2	+0%	+$585	0.56%	27
2020 Q1	$1.99M	Buy	7,719 +1,017	+15%	+$310K	0.57%	28
2019 Q4	$2.16M	Buy	6,702 +1,697	+34%	+$523K	0.52%	35
2019 Q3	$1.49M	Sell	5,005 -1,304	-21%	-$385K	0.49%	46
2019 Q2	$1.85M	Buy	6,309 +269	+4%	+$77.5K	0.53%	38
2019 Q1	$1.71M	Buy	6,040 +1,562	+35%	+$424K	0.49%	41
2018 Q4	$1.12M	Sell	4,478 -88	-2%	-$23.7K	0.36%	60
2018 Q3	$1.25M	Buy	4,566 +634	+16%	+$181K	0.41%	58
2018 Q2	$1.07M	Buy	3,932 +413	+12%	+$112K	0.35%	71
2018 Q1	$926K	Buy	3,519 +51	+1%	+$13.9K	0.32%	79
2017 Q4	$926K	Sell	3,468 -163	-4%	-$42.4K	0.32%	69
2017 Q3	$912K	Sell	3,631 -77	-2%	-$19K	0.38%	65
2017 Q2	$897K	Sell	3,708 -234	-6%	-$56.1K	0.44%	56
2017 Q1	$929K	Buy	3,942 +1,189	+43%	+$276K	0.48%	52
2016 Q4	$615K	Buy	+2,753	New	+$601K	0.32%	72

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

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

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

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

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

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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

HCR Wealth Advisors's SPY Position: Q2 2026 in Review

HCR Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.6% in Q2 2026, selling an estimated $260K and leaving 9,561 shares worth $7.14M. The position accounts for 0.64% of the portfolio, ranked #27.

HCR Wealth Advisors first reported a position in SPY in Q4 2016 and has held it in 39 quarters since. 1,491 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

HCR Wealth Advisors held 9,561 shares of State Street SPDR S&P 500 ETF Trust worth $7.14M as of Q2 2026.
HCR Wealth Advisors sold 359 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $260K.
State Street SPDR S&P 500 ETF Trust made up 0.64% of HCR Wealth Advisors's portfolio in Q2 2026, its #27 holding.
HCR Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2016 and has held it in 39 quarters since.
1,491 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.