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

Hemington Wealth Management’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
2025 Q3	$658K	Buy	988 +10	+1%	+$6.41K	0.09%	71
2025 Q2	$604K	Hold	978	–	–	0.09%	70
2025 Q1	$547K	Sell	978 -16	-2%	-$9.4K	0.08%	72
2024 Q4	$582K	Buy	994 +16	+2%	+$9.43K	0.15%	64
2024 Q3	$556K	Buy	978 +130	+15%	+$71.9K	0.15%	63
2024 Q2	$461K	Sell	848 -7	-0.8%	-$3.66K	0.16%	73
2024 Q1	$448K	Sell	855 -2,089	-71%	-$1.04M	0.16%	78
2023 Q4	$1.4M	Sell	2,944 -614	-17%	-$274K	0.54%	27
2023 Q3	$1.52M	Sell	3,558 -14	-0.4%	-$6.23K	0.72%	24
2023 Q2	$1.58M	Buy	3,572 +199	+6%	+$83.5K	0.64%	25
2023 Q1	$1.38M	Sell	3,373 -24	-0.7%	-$9.58K	0.56%	25
2022 Q4	$1.3M	Hold	3,397	–	–	0.56%	25
2022 Q3	$1.21M	Sell	3,397 -5	-0.1%	-$1.99K	0.53%	28
2022 Q2	$1.28M	Sell	3,402 -1,508	-31%	-$618K	0.51%	31
2022 Q1	$2.22M	Sell	4,910 -77	-2%	-$34.3K	0.75%	22
2021 Q4	$1.86M	Buy	4,987 +52	+1%	+$23.9K	0.86%	19
2021 Q3	$2.12M	Sell	4,935 -8	-0.2%	-$3.53K	0.78%	20
2021 Q2	$2.12M	Buy	4,943 +33	+0.7%	+$13.8K	0.9%	20
2021 Q1	$1.95M	Sell	4,910 -77	-2%	-$29.7K	0.83%	20
2020 Q4	$1.86M	Buy	+4,987	New	+$1.77M	0.86%	19

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hemington Wealth Management's SPY Position: Q3 2025 in Review

Hemington Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1% in Q3 2025, buying an estimated $6.41K and bringing the position to 988 shares worth $658K. The position accounts for 0.09% of the portfolio, ranked #71.

Hemington Wealth Management first reported a position in SPY in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.22M in Q1 2022. 4,245 funds tracked by Wall St. Rank hold SPY as of Q3 2025.

Hemington Wealth Management held 988 shares of State Street SPDR S&P 500 ETF Trust worth $658K as of Q3 2025.
Hemington Wealth Management bought 10 State Street SPDR S&P 500 ETF Trust shares in Q3 2025, an estimated $6.41K.
State Street SPDR S&P 500 ETF Trust made up 0.09% of Hemington Wealth Management's portfolio in Q3 2025, its #71 holding.
Hemington Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 20 quarters since.
Hemington Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $2.22M in Q1 2022.
4,245 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.