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

Heck Capital 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	$1.21M	Buy	1,614 +1	+0.1%	+$725	0.07%	116
2026 Q1	$1.05M	Buy	+1,613	New	+$1.1M	0.08%	115
2025 Q3	–	Sell	-84,630	Closed	-$52.3M	–	199
2025 Q2	$52.3M	Buy	+84,630	New	+$48.4M	4.5%	4
2025 Q1	–	Sell	-10,060	Closed	-$5.9M	–	713
2024 Q4	$5.9M	Buy	+10,060	New	+$5.93M	0.25%	63
2018 Q4	–	Hold	0	–	–	–	95

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

Heck Capital Advisors's SPY Position: Q2 2026 in Review

Heck Capital Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.06% in Q2 2026, buying an estimated $725 and bringing the position to 1,614 shares worth $1.21M. The position accounts for 0.07% of the portfolio, ranked #116.

Heck Capital Advisors first reported a position in SPY in Q4 2024 and has held it in 4 quarters since. The position peaked at $52.3M in Q2 2025. 4,641 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Heck Capital Advisors held 1,614 shares of State Street SPDR S&P 500 ETF Trust worth $1.21M as of Q2 2026.
Heck Capital Advisors bought 1 State Street SPDR S&P 500 ETF Trust share in Q2 2026, an estimated $725.
State Street SPDR S&P 500 ETF Trust made up 0.07% of Heck Capital Advisors's portfolio in Q2 2026, its #116 holding.
Heck Capital Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 4 quarters since.
Heck Capital Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $52.3M in Q2 2025.
4,641 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.