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 Q2	$224K	Buy	+300	New	+$218K	0.05%	49
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 $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HFR Wealth Management's SPY Position: Q2 2026 in Review

HFR Wealth Management opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 300 shares worth $224K. The stake represents 0.05% of the portfolio and ranks #49 among its holdings. This is a return to the name: HFR Wealth Management previously reported a position in SPY as recently as Q4 2025.

HFR Wealth Management first reported a position in SPY in Q3 2021 and has held it in 8 quarters since. The position peaked at $482K in Q4 2021. 4,665 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

HFR Wealth Management held 300 shares of State Street SPDR S&P 500 ETF Trust worth $224K as of Q2 2026.
State Street SPDR S&P 500 ETF Trust was a new HFR Wealth Management position in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.05% of HFR Wealth Management's portfolio in Q2 2026, its #49 holding.
HFR Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2021 and has held it in 8 quarters since.
HFR Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $482K in Q4 2021.
4,665 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on HFR Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.