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 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

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

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

HFG Wealth Management's SPY Position: Q1 2026 in Review

HFG Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 50% in Q1 2026, selling an estimated $797K and leaving 1,153 shares worth $750K. The position accounts for 0.41% of the portfolio, ranked #32.

HFG Wealth Management first reported a position in SPY in Q1 2023 and has held it in 10 quarters since. The position peaked at $5.56M in Q1 2023. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

HFG Wealth Management held 1,153 shares of State Street SPDR S&P 500 ETF Trust worth $750K as of Q1 2026.
HFG Wealth Management sold 1,172 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $797K.
State Street SPDR S&P 500 ETF Trust made up 0.41% of HFG Wealth Management's portfolio in Q1 2026, its #32 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 10 quarters since.
HFG Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $5.56M in Q1 2023.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on HFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.