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

HighTower 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
2025 Q3	–	Sell	-1,000	Closed	-$11.8K	–	4044
2025 Q2	$11.8K	Sell	1,000 -900	-47%	-$514K	﹤0.01%	3641
2025 Q1	$3.93K	Sell	1,900 -20,900	-92%	-$12.3M	﹤0.01%	3594
2024 Q4	$127K	Buy	22,800 +20,800	+1,040%	+$12.3M	﹤0.01%	3323
2024 Q3	$47K	Buy	2,000 +500	+33%	+$276K	﹤0.01%	3420
2024 Q2	$24.2K	Buy	1,500 +800	+114%	+$419K	﹤0.01%	3380
2024 Q1	$6.35K	Buy	+700	New	+$348K	﹤0.01%	3424
2023 Q2	–	Sell	-44,400	Closed	-$554K	–	3674
2023 Q1	$554K	Buy	+44,400	New	+$17.7M	﹤0.01%	2041
2022 Q3	–	Sell	-169,300	Closed	-$1.2M	–	3386
2022 Q2	$1.2M	Buy	169,300 +168,902	+42,438%	+$69.2M	﹤0.01%	1532
2022 Q1	$502K	Buy	+398	New	+$177K	﹤0.01%	2169
2021 Q3	–	Sell	-30,100	Closed	-$111K	–	3424
2021 Q2	$111K	Buy	+30,100	New	+$12.6M	﹤0.01%	2796
2021 Q1	–	Sell	-9	Closed	-$21K	–	3253
2020 Q4	$21K	Sell	9 -16,491	-100%	-$5.85M	﹤0.01%	2478
2020 Q3	$69K	Buy	16,500 +6,400	+63%	+$2.12M	﹤0.01%	2280
2020 Q2	$159K	Sell	10,100 -25,100	-71%	-$7.35M	﹤0.01%	2043
2020 Q1	$367K	Buy	35,200 +34,300	+3,811%	+$10.5M	﹤0.01%	1464
2019 Q4	$53K	Sell	900 -15,000	-94%	-$4.62M	﹤0.01%	2121
2019 Q3	$56K	Sell	15,900 -9,000	-36%	-$2.66M	﹤0.01%	2216
2019 Q2	$129K	Buy	24,900 +21,000	+538%	+$6.05M	﹤0.01%	2130
2019 Q1	$44K	Buy	+3,900	New	+$1.06M	﹤0.01%	2127
2018 Q1	–	Sell	-5,000	Closed	-$21K	–	2332
2017 Q4	$21K	Buy	+5,000	New	+$1.3M	﹤0.01%	2158
2016 Q3	–	Sell	-298,500	Closed	-$719K	–	1946
2016 Q2	$719K	Buy	+298,500	New	+$61.9M	0.01%	1005
2014 Q2	–	Sell	-2,000	Closed	-$7K	–	1704
2014 Q1	$7K	Buy	+2,000	New	+$367K	﹤0.01%	1532

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

HighTower Advisors's SPY Position: Q2 2026 in Review

HighTower Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.3% in Q2 2026, selling an estimated $67.3M and leaving 2,709,844 shares worth $2.02B. The position accounts for 1.94% of the portfolio, ranked #4.

HighTower Advisors first reported a position in SPY in Q2 2013 and has held it in 53 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

HighTower Advisors held 2,709,844 shares of State Street SPDR S&P 500 ETF Trust worth $2.02B as of Q2 2026.
HighTower Advisors sold 92,863 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $67.3M.
State Street SPDR S&P 500 ETF Trust made up 1.94% of HighTower Advisors's portfolio in Q2 2026, its #4 holding.
HighTower Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 53 quarters since.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.