HWA
SPY icon

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

Heartwood 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
2021
Q3 		– Sell
-1,400
Closed -$599K – 101
2021
Q2 		$599K Buy
+1,400
New +$584K 0.09% 57

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
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
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

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

Heartwood Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.1% in Q2 2026, buying an estimated $46.4K and bringing the position to 3,056 shares worth $2.28M. The position accounts for 0.18% of the portfolio, ranked #61.

Heartwood Wealth Advisors first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. 2,009 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Heartwood Wealth Advisors held 3,056 shares of State Street SPDR S&P 500 ETF Trust worth $2.28M as of Q2 2026.
  • Heartwood Wealth Advisors bought 64 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $46.4K.
  • State Street SPDR S&P 500 ETF Trust made up 0.18% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #61 holding.
  • Heartwood Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 27 quarters since.
  • 2,009 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.