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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$2.98M Sell
4,377
-1,050
-19% -$710K 0.6% 27
2025
Q3
$3.62M Sell
5,427
-409
-7% -$262K 0.74% 25
2025
Q2
$3.61M Buy
5,836
+87
+2% +$49.7K 0.8% 24
2025
Q1
$3.22M Sell
5,749
-37
-0.6% -$21.7K 0.75% 24
2024
Q4
$3.39M Sell
5,786
-240
-4% -$141K 0.79% 22
2024
Q3
$3.46M Sell
6,026
-78
-1% -$43.1K 0.79% 20
2024
Q2
$3.32M Sell
6,104
-259
-4% -$136K 0.81% 21
2024
Q1
$3.33M Buy
6,363
+9
+0.1% +$4.48K 0.84% 22
2023
Q4
$3.02M Sell
6,354
-4
-0.1% -$1.78K 0.81% 21
2023
Q3
$2.72M Buy
6,358
+233
+4% +$104K 0.82% 19
2023
Q2
$2.72M Sell
6,125
-217
-3% -$91.1K 0.77% 17
2023
Q1
$2.6M Sell
6,342
-620
-9% -$247K 0.77% 17
2022
Q4
$2.66M Buy
6,962
+68
+1% +$26.1K 0.83% 18
2022
Q3
$2.46M Sell
6,894
-193
-3% -$76.6K 0.81% 19
2022
Q2
$2.67M Sell
7,087
-456
-6% -$187K 0.83% 20
2022
Q1
$3.41M Sell
7,543
-861
-10% -$383K 0.91% 19
2021
Q4
$3.99M Sell
8,404
-204
-2% -$93.7K 1.02% 18
2021
Q3
$3.69M Sell
8,608
-183
-2% -$80.7K 1% 18
2021
Q2
$3.76M Sell
8,791
-13,605
-61% -$5.68M 1.01% 19
2021
Q1
$8.88M Sell
22,396
-16,433
-42% -$6.34M 2.55% 13
2020
Q4
$14.5M Sell
38,829
-19,043
-33% -$6.76M 4.21% 5
2020
Q3
$19K Sell
57,872
-3,293
-5% -$1.09M 6.6% 2
2020
Q2
$18.9M Sell
61,165
-17,031
-22% -$4.98M 7.02% 3
2020
Q1
$20.2M Sell
78,196
-3,406
-4% -$1.04M 8.03% 2
2019
Q4
$26.3M Buy
81,602
+2,776
+4% +$855K 7.38% 1
2019
Q3
$23.4M Buy
78,826
+1,605
+2% +$474K 7.25% 1
2019
Q2
$22.6M Buy
77,221
+2,137
+3% +$615K 7.34% 1
2019
Q1
$21.2M Sell
75,084
-882
-1% -$240K 7.26% 1
2018
Q4
$19M Sell
75,966
-1,437
-2% -$387K 7.33% 3
2018
Q3
$22.5M Sell
77,403
-457
-0.6% -$130K 7.6% 2
2018
Q2
$21.1M Buy
77,860
+1,839
+2% +$497K 7.25% 3
2018
Q1
$20M Sell
76,021
-3,670
-5% -$1M 7.16% 2
2017
Q4
$21.3M Buy
79,691
+1,571
+2% +$409K 7.53% 2
2017
Q3
$19.6M Buy
78,120
+1,621
+2% +$400K 7.36% 2
2017
Q2
$18.5M Buy
76,499
+70,290
+1,132% +$16.8M 7.24% 2
2017
Q1
$1.46M Buy
6,209
+4
+0.1% +$929 0.63% 20
2016
Q4
$1.39M Sell
6,205
-67
-1% -$14.6K 0.64% 21
2016
Q3
$1.36M Sell
6,272
-5,020
-44% -$1.09M 0.5% 22
2016
Q2
$2.3M Buy
11,292
+4,220
+60% +$876K 0.65% 20
2016
Q1
$1.45M Sell
7,072
-4,220
-37% -$823K 0.5% 28
2015
Q4
$2.3M Buy
+11,292
New +$2.32M 0.65% 20

Other funds holding SPY

High Falls Advisors's SPY Position: Q4 2025 in Review

High Falls Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 19% in Q4 2025, selling an estimated $710K and leaving 4,377 shares worth $2.98M. The position accounts for 0.6% of the portfolio, ranked #27.

High Falls Advisors first reported a position in SPY in Q4 2015 and has held it in 41 quarters since. The position peaked at $26.3M in Q4 2019. 4,611 funds tracked by Wall St. Rank hold SPY as of Q4 2025.

  • High Falls Advisors held 4,377 shares of State Street SPDR S&P 500 ETF Trust worth $2.98M as of Q4 2025.
  • High Falls Advisors sold 1,050 State Street SPDR S&P 500 ETF Trust shares in Q4 2025, an estimated $710K.
  • State Street SPDR S&P 500 ETF Trust made up 0.6% of High Falls Advisors's portfolio in Q4 2025, its #27 holding.
  • High Falls Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2015 and has held it in 41 quarters since.
  • High Falls Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $26.3M in Q4 2019.
  • 4,611 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2025.

Based on High Falls Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.