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

HFG 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
2026 Q3	$354K	Hold	474	–	–	0.36%	34
2026 Q2	$354K	Sell	474 -679	-59%	-$492K	0.36%	35
2026 Q1	$750K	Sell	1,153 -1,172	-50%	-$797K	0.41%	32
2025 Q4	$1.59M	Sell	2,325 -673	-22%	-$455K	0.87%	26
2025 Q3	$2M	Buy	2,998 +1,899	+173%	+$1.22M	1.09%	23
2025 Q2	$615K	Sell	1,099 -273	-20%	-$156K	0.37%	38
2025 Q1	$804K	Buy	1,372 +685	+100%	+$403K	0.49%	30
2024 Q4	$394K	Buy	687 +75	+12%	+$44.2K	0.26%	33
2024 Q3	$333K	Hold	612	–	–	0.21%	34
2024 Q2	$333K	Buy	+612	New	+$320K	0.21%	34
2024 Q1	–	Sell	-3,600	Closed	-$1.71M	–	56
2023 Q4	$1.71M	Buy	+3,600	New	+$1.6M	0.42%	33
2023 Q1	$5.56M	Buy	+13,570	New	+$5.41M	1.15%	20

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

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

HFG Wealth Management's SPY Position: Q3 2026 in Review

HFG Wealth Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 474 shares worth $354K. The position accounts for 0.36% of the portfolio, ranked #34.

HFG Wealth Management first reported a position in SPY in Q1 2023 and has held it in 12 quarters since. The position peaked at $5.56M in Q1 2023. 1,920 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

HFG Wealth Management held 474 shares of State Street SPDR S&P 500 ETF Trust worth $354K as of Q3 2026.
HFG Wealth Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 0.36% of HFG Wealth Management's portfolio in Q3 2026, its #34 holding.
HFG Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2023 and has held it in 12 quarters since.
HFG Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $5.56M in Q1 2023.
1,920 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on HFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.