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Hiley Hunt Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Hiley Hunt Wealth Management’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 		$685K Sell
917
-54
-6% -$39.1K 0.27% 25
2026
Q1 		$631K Sell
971
-224
-19% -$152K 0.28% 26
2025
Q4 		$815K Sell
1,195
-65
-5% -$43.9K 0.36% 24
2025
Q3 		$839K Sell
1,260
-1,482
-54% -$950K 0.39% 24
2025
Q2 		$1.7M Buy
2,742
+1,434
+110% +$820K 0.86% 17
2025
Q1 		$734K Sell
1,308
-762
-37% -$448K 0.4% 25
2024
Q4 		$1.21M Sell
2,070
-100
-5% -$58.9K 0.67% 23
2024
Q3 		$1.24M Sell
2,170
-46
-2% -$25.4K 0.71% 22
2024
Q2 		$1.21M Sell
2,216
-21
-0.9% -$11K 0.75% 23
2024
Q1 		$1.17M Hold
2,237
– – 0.77% 20
2023
Q4 		$1.06M Buy
+2,237
New +$996K 0.79% 21

Other funds holding SPY

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Hiley Hunt Wealth Management's SPY Position: Q2 2026 in Review

Hiley Hunt Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.6% in Q2 2026, selling an estimated $39.1K and leaving 917 shares worth $685K. The position accounts for 0.27% of the portfolio, ranked #25.

Hiley Hunt Wealth Management first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.7M in Q2 2025. 1,181 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Hiley Hunt Wealth Management held 917 shares of State Street SPDR S&P 500 ETF Trust worth $685K as of Q2 2026.
  • Hiley Hunt Wealth Management sold 54 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $39.1K.
  • State Street SPDR S&P 500 ETF Trust made up 0.27% of Hiley Hunt Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Hiley Hunt Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
  • Hiley Hunt Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.7M in Q2 2025.
  • 1,181 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Hiley Hunt Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.