Hill Investment Group Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Hill Investment Group Partners’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 Q1	–	Sell	-730	Closed	-$428K	–	74
2024 Q4	$428K	Buy	730 +5	+0.7%	+$2.95K	0.06%	53
2024 Q3	$395K	Hold	725	–	–	0.06%	48
2024 Q2	$401K	Hold	725	–	–	0.05%	48
2024 Q1	$379K	Hold	725	–	–	0.05%	47
2023 Q4	$345K	Sell	725 -262	-27%	-$117K	0.05%	49
2023 Q3	$422K	Buy	+987	New	+$439K	0.07%	45
2023 Q2	–	Sell	-500	Closed	-$205K	–	62
2023 Q1	$205K	Buy	+500	New	+$199K	0.04%	54
2022 Q4	–	Sell	-637	Closed	-$228K	–	55
2022 Q3	$228K	Hold	637	–	–	0.07%	39
2022 Q2	$240K	Hold	637	–	–	0.07%	40
2022 Q1	$288K	Hold	637	–	–	0.09%	32
2021 Q4	$303K	Hold	637	–	–	0.18%	28
2021 Q3	$273K	Buy	+637	New	+$281K	0.18%	25

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Hill Investment Group Partners's SPY Position: Q1 2025 in Review

Hill Investment Group Partners sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2025, closing a stake of 730 shares — an estimated $428K sold.

Hill Investment Group Partners first reported a position in SPY in Q3 2021 and held it in 12 quarters. The position peaked at $428K in Q4 2024. 4,172 funds tracked by Wall St. Rank hold SPY as of Q1 2025.

Hill Investment Group Partners reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2025 after selling out during the quarter.
Hill Investment Group Partners sold 730 State Street SPDR S&P 500 ETF Trust shares in Q1 2025, an estimated $428K.
Hill Investment Group Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2021 and held it in 12 quarters.
Hill Investment Group Partners's State Street SPDR S&P 500 ETF Trust position peaked at $428K in Q4 2024.
4,172 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2025.

Based on Hill Investment Group Partners's 13F filing for Q1 2025, filed 14 May 2025.