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

HHM Wealth Advisors’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	$936K	Buy	1,253 +6	+0.5%	+$4.35K	0.09%	82
2026 Q1	$811K	Buy	1,247 +27	+2%	+$18.4K	0.09%	82
2025 Q4	$832K	Buy	1,220 +244	+25%	+$165K	0.1%	78
2025 Q3	$650K	Buy	976 +191	+24%	+$122K	0.08%	99
2025 Q2	$485K	Sell	785 -11	-1%	-$6.29K	0.06%	118
2025 Q1	$445K	Buy	796 +8	+1%	+$4.7K	0.06%	113
2024 Q4	$462K	Sell	788 -124	-14%	-$73.1K	0.06%	110
2024 Q3	$523K	Buy	912 +80	+10%	+$44.2K	0.07%	95
2024 Q2	$453K	Buy	832 +124	+18%	+$64.9K	0.07%	97
2024 Q1	$370K	Buy	708 +13	+2%	+$6.47K	0.06%	93
2023 Q4	$330K	Sell	695 -120	-15%	-$53.5K	0.06%	94
2023 Q3	$348K	Sell	815 -122	-13%	-$54.3K	0.07%	87
2023 Q2	$415K	Buy	937 +90	+11%	+$37.8K	0.08%	83
2023 Q1	$347K	Sell	847 -103	-11%	-$41.1K	0.07%	88
2022 Q4	$363K	Buy	950 +118	+14%	+$45.4K	0.08%	80
2022 Q3	$297K	Sell	832 -10	-1%	-$3.97K	0.08%	83
2022 Q2	$318K	Buy	842 +136	+19%	+$55.7K	0.08%	88
2022 Q1	$319K	Hold	706	–	–	0.07%	108
2021 Q4	$335K	Buy	706 +240	+52%	+$110K	0.08%	97
2021 Q3	$200K	Hold	466	–	–	0.05%	126
2021 Q2	$199K	Buy	466 +205	+79%	+$85.6K	0.05%	130
2021 Q1	$103K	Hold	261	–	–	0.03%	181
2020 Q4	$98K	Sell	261 -6	-2%	-$2.13K	0.03%	173
2020 Q3	$89K	Hold	267	–	–	0.04%	164
2020 Q2	$82K	Sell	267 -126	-32%	-$36.9K	0.03%	169
2020 Q1	$101K	Buy	+393	New	+$120K	0.05%	117

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

HHM Wealth Advisors's SPY Position: Q2 2026 in Review

HHM Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.48% in Q2 2026, buying an estimated $4.35K and bringing the position to 1,253 shares worth $936K. The position accounts for 0.09% of the portfolio, ranked #82.

HHM Wealth Advisors first reported a position in SPY in Q1 2020 and has held it in 26 quarters since. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

HHM Wealth Advisors held 1,253 shares of State Street SPDR S&P 500 ETF Trust worth $936K as of Q2 2026.
HHM Wealth Advisors bought 6 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $4.35K.
State Street SPDR S&P 500 ETF Trust made up 0.09% of HHM Wealth Advisors's portfolio in Q2 2026, its #82 holding.
HHM Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2020 and has held it in 26 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 HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.