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

HFR 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	–	Sell	-300	Closed	-$205K	–	51
2025 Q4	$205K	Buy	+300	New	+$203K	0.05%	49
2023 Q1	–	Sell	-1,014	Closed	-$388K	–	64
2022 Q4	$388K	Hold	1,014	–	–	0.11%	46
2022 Q3	$362K	Hold	1,014	–	–	0.12%	40
2022 Q2	$383K	Hold	1,014	–	–	0.12%	42
2022 Q1	$458K	Hold	1,014	–	–	0.12%	44
2021 Q4	$482K	Buy	1,014 +411	+68%	+$189K	0.12%	43
2021 Q3	$259K	Buy	+603	New	+$266K	0.08%	54

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

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

HFR Wealth Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026, closing a stake of 300 shares — an estimated $205K sold.

HFR Wealth Management first reported a position in SPY in Q3 2021 and held it in 7 quarters. The position peaked at $482K in Q4 2021. 4,557 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

HFR Wealth Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2026 after selling out during the quarter.
HFR Wealth Management sold 300 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $205K.
HFR Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2021 and held it in 7 quarters.
HFR Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $482K in Q4 2021.
4,557 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on HFR Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.