Hendershot Investments’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Hendershot Investments’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	$354K	Buy	475 +55	+13%	+$39.9K	0.05%	102
2026 Q1	$273K	Buy	420 +25	+6%	+$17K	0.04%	105
2025 Q4	$269K	Hold	395	–	–	0.03%	101
2025 Q3	$263K	Hold	395	–	–	0.03%	104
2025 Q2	$244K	Sell	395 -50	-11%	-$28.6K	0.03%	107
2025 Q1	$249K	Buy	445 +50	+13%	+$29.4K	0.03%	109
2024 Q4	$232K	Buy	+395	New	+$233K	0.03%	115

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

Hendershot Investments's SPY Position: Q2 2026 in Review

Hendershot Investments increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 13% in Q2 2026, buying an estimated $39.9K and bringing the position to 475 shares worth $354K. The position accounts for 0.05% of the portfolio, ranked #102.

Hendershot Investments first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 4,658 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Hendershot Investments held 475 shares of State Street SPDR S&P 500 ETF Trust worth $354K as of Q2 2026.
Hendershot Investments bought 55 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $39.9K.
State Street SPDR S&P 500 ETF Trust made up 0.05% of Hendershot Investments's portfolio in Q2 2026, its #102 holding.
Hendershot Investments first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
4,658 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Hendershot Investments's 13F filing for Q2 2026, filed 12 Aug 2026.