Hill Island Financial’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Hill Island Financial’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 Q1	$352K	Hold	541	–	–	0.09%	57
2025 Q4	$369K	Sell	541 -16	-3%	-$10.8K	0.09%	56
2025 Q3	$371K	Sell	557 -26	-4%	-$16.7K	0.09%	54
2025 Q2	$360K	Buy	583 +57	+11%	+$32.6K	0.1%	51
2025 Q1	$294K	Sell	526 -389	-43%	-$229K	0.09%	48
2024 Q4	$536K	Buy	915 +2	+0.2%	+$1.18K	0.16%	45
2024 Q3	$524K	Buy	913 +23	+3%	+$12.7K	0.16%	41
2024 Q2	$484K	Buy	890 +501	+129%	+$262K	0.16%	40
2024 Q1	$203K	Sell	389 -119	-23%	-$59.2K	0.07%	66
2023 Q4	$242K	Sell	508 -143	-22%	-$63.7K	0.08%	59
2023 Q3	$278K	Hold	651	–	–	0.11%	44
2023 Q2	$289K	Hold	651	–	–	0.11%	46
2023 Q1	$267K	Hold	651	–	–	0.11%	47
2022 Q4	$249K	Buy	651 +3	+0.5%	+$1.15K	0.11%	51
2022 Q3	$231K	Buy	648 +3	+0.5%	+$1.19K	0.11%	44
2022 Q2	$244K	Buy	645 +2	+0.3%	+$819	0.11%	41
2022 Q1	$291K	Sell	643 -196	-23%	-$87.3K	0.11%	42
2021 Q4	$399K	Buy	+839	New	+$385K	0.14%	39

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

Hill Island Financial's SPY Position: Q1 2026 in Review

Hill Island Financial held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 541 shares worth $352K. The position accounts for 0.09% of the portfolio, ranked #57.

Hill Island Financial first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. The position peaked at $536K in Q4 2024. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Hill Island Financial held 541 shares of State Street SPDR S&P 500 ETF Trust worth $352K as of Q1 2026.
Hill Island Financial left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.09% of Hill Island Financial's portfolio in Q1 2026, its #57 holding.
Hill Island Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 18 quarters since.
Hill Island Financial's State Street SPDR S&P 500 ETF Trust position peaked at $536K in Q4 2024.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Hill Island Financial's 13F filing for Q1 2026, filed 13 May 2026.