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 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

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

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

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

HF Advisory Group's SPY Position: Q2 2026 in Review

HF Advisory Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.3% in Q2 2026, buying an estimated $18.1K and bringing the position to 1,982 shares worth $1.48M. The position accounts for 0.46% of the portfolio, ranked #75.

HF Advisory Group first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

HF Advisory Group held 1,982 shares of State Street SPDR S&P 500 ETF Trust worth $1.48M as of Q2 2026.
HF Advisory Group bought 25 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $18.1K.
State Street SPDR S&P 500 ETF Trust made up 0.46% of HF Advisory Group's portfolio in Q2 2026, its #75 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 15 quarters since.
1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.