Hickory Point Bank & Trust’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Hickory Point Bank & Trust’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	$16.5M	Sell	22,101 -10	-0%	-$7.25K	10.01%	2
2026 Q1	$14.4M	Buy	22,111 +45	+0.2%	+$30.6K	9.49%	2
2025 Q4	$15M	Buy	22,066 +15	+0.1%	+$10.1K	10.92%	2
2025 Q3	$14.7M	Buy	22,051 +200	+0.9%	+$128K	10.98%	2
2025 Q2	$13.5M	Sell	21,851 -100	-0.5%	-$57.2K	10.89%	2
2025 Q1	$12.3M	Sell	21,951 -42	-0.2%	-$24.7K	10.8%	2
2024 Q4	$12.9M	Buy	+21,993	New	+$13M	11.44%	2

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

Hickory Point Bank & Trust's SPY Position: Q2 2026 in Review

Hickory Point Bank & Trust reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.05% in Q2 2026, selling an estimated $7.25K and leaving 22,101 shares worth $16.5M. The position accounts for 10.01% of the portfolio, ranked #2.

Hickory Point Bank & Trust first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Hickory Point Bank & Trust held 22,101 shares of State Street SPDR S&P 500 ETF Trust worth $16.5M as of Q2 2026.
Hickory Point Bank & Trust sold 10 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $7.25K.
State Street SPDR S&P 500 ETF Trust made up 10.01% of Hickory Point Bank & Trust's portfolio in Q2 2026, its #2 holding.
Hickory Point Bank & Trust first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 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 Hickory Point Bank & Trust's 13F filing for Q2 2026, filed 17 Jul 2026.