HF Advisory Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

HF Advisory Group’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 Q3	$1.49M	Sell	1,956 -26	-1%	-$19.8K	0.44%	71
2026 Q2	$1.48M	Buy	1,982 +25	+1%	+$18.1K	0.46%	75
2026 Q1	$1.27M	Sell	1,957 -26	-1%	-$17.7K	0.43%	77
2025 Q4	$1.35M	Sell	1,983 -1	-0.1%	-$676	0.47%	77
2025 Q3	$1.32M	Sell	1,984 -92	-4%	-$59K	0.49%	76
2025 Q2	$1.28M	Sell	2,076 -430	-17%	-$246K	0.51%	73
2025 Q1	$1.4M	Buy	2,506 +161	+7%	+$94.6K	0.61%	59
2024 Q4	$1.37M	Buy	2,345 +12	+0.5%	+$7.07K	0.63%	62
2024 Q3	$1.34M	Buy	2,333 +826	+55%	+$457K	0.62%	60
2024 Q2	$820K	Sell	1,507 -10	-0.7%	-$5.23K	0.42%	85
2024 Q1	$793K	Buy	1,517 +17	+1%	+$8.46K	0.44%	81
2023 Q4	$713K	Buy	1,500 +428	+40%	+$191K	0.46%	81
2023 Q3	$458K	Sell	1,072 -37	-3%	-$16.5K	0.34%	95
2023 Q2	$491K	Buy	1,109 +603	+119%	+$253K	0.39%	85
2023 Q1	$207K	Sell	506 -183	-27%	-$73K	0.18%	127
2022 Q4	$263K	Buy	+689	New	+$265K	0.27%	113

Other funds holding SPY

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

HF Advisory Group's SPY Position: Q3 2026 in Review

HF Advisory Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.3% in Q3 2026, selling an estimated $19.8K and leaving 1,956 shares worth $1.49M. The position accounts for 0.44% of the portfolio, ranked #71.

HF Advisory Group first reported a position in SPY in Q4 2022 and has held it in 16 quarters since. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

HF Advisory Group held 1,956 shares of State Street SPDR S&P 500 ETF Trust worth $1.49M as of Q3 2026.
HF Advisory Group sold 26 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $19.8K.
State Street SPDR S&P 500 ETF Trust made up 0.44% of HF Advisory Group's portfolio in Q3 2026, its #71 holding.
HF Advisory Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 16 quarters since.
1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.