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 $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HighTower Advisors's SPY Position: Q1 2026 in Review

HighTower Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 40% in Q1 2026, buying an estimated $541M and bringing the position to 2,802,707 shares worth $1.82B. The position accounts for 1.93% of the portfolio, ranked #5.

HighTower Advisors first reported a position in SPY in Q2 2013 and has held it in 52 quarters since. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

HighTower Advisors held 2,802,707 shares of State Street SPDR S&P 500 ETF Trust worth $1.82B as of Q1 2026.
HighTower Advisors bought 795,257 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $541M.
State Street SPDR S&P 500 ETF Trust made up 1.93% of HighTower Advisors's portfolio in Q1 2026, its #5 holding.
HighTower Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 52 quarters since.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.