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

Hibernia Wealth Partners’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
2025 Q3	–	Sell	-58,659	Closed	-$35.2M	–	95
2025 Q2	$35.2M	Buy	+58,659	New	+$33.5M	11.38%	3
2025 Q1	–	Sell	-40,324	Closed	-$22.8M	–	57
2024 Q4	$22.8M	Buy	+40,324	New	+$23.8M	14.84%	2
2023 Q4	–	Sell	-36,600	Closed	-$776K	–	296
2023 Q3	$776K	Buy	+36,600	New	+$16.3M	0.6%	24

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Hibernia Wealth Partners's SPY Position: Q2 2026 in Review

Hibernia Wealth Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 47% in Q2 2026, selling an estimated $19M and leaving 29,722 shares worth $22.2M. The position accounts for 12.02% of the portfolio, ranked #2.

Hibernia Wealth Partners first reported a position in SPY in Q3 2023 and has held it in 9 quarters since. The position peaked at $41.2M in Q2 2024. 1,827 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Hibernia Wealth Partners held 29,722 shares of State Street SPDR S&P 500 ETF Trust worth $22.2M as of Q2 2026.
Hibernia Wealth Partners sold 26,143 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $19M.
State Street SPDR S&P 500 ETF Trust made up 12.02% of Hibernia Wealth Partners's portfolio in Q2 2026, its #2 holding.
Hibernia Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2023 and has held it in 9 quarters since.
Hibernia Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $41.2M in Q2 2024.
1,827 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Hibernia Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.