Hoey Investments’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Hoey Investments’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	$114K	Hold	153	–	–	0.01%	107
2026 Q1	$99.5K	Buy	153 +8	+6%	+$5.44K	0.01%	106
2025 Q4	$98.9K	Hold	145	–	–	0.01%	114
2025 Q3	$96.6K	Hold	145	–	–	0.01%	118
2025 Q2	$89.6K	Hold	145	–	–	0.01%	114
2025 Q1	$81.1K	Sell	145 -92	-39%	-$54.1K	0.02%	108
2024 Q4	$139K	Sell	237 -487	-67%	-$287K	0.02%	86
2024 Q3	$394K	Hold	724	–	–	0.07%	65
2024 Q2	$394K	Buy	724 +579	+399%	+$303K	0.07%	65
2024 Q1	$75.8K	Hold	145	–	–	0.02%	110
2023 Q4	$68.9K	Hold	145	–	–	0.02%	106
2023 Q3	$62K	Hold	145	–	–	0.02%	117
2023 Q2	$64.3K	Sell	145 -49	-25%	-$20.6K	0.02%	118
2023 Q1	$79.4K	Buy	194 +48	+33%	+$19.2K	0.03%	116
2022 Q4	$55.8K	Sell	146 -35	-19%	-$13.5K	0.02%	126
2022 Q3	$64K	Buy	181 +1	+0.6%	+$397	0.03%	129
2022 Q2	$68K	Hold	180	–	–	0.03%	107
2022 Q1	$81K	Buy	180 +1	+0.6%	+$445	0.02%	92
2021 Q4	$85K	Hold	179	–	–	0.02%	88
2021 Q3	$77K	Buy	179 +8	+5%	+$3.53K	0.02%	92
2021 Q2	$73K	Hold	171	–	–	0.02%	94
2021 Q1	$68K	Hold	171	–	–	0.02%	93
2020 Q4	$64K	Buy	171 +1	+0.6%	+$355	0.02%	82
2020 Q3	$57K	Hold	170	–	–	0.02%	62
2020 Q2	$52K	Sell	170 -1	-0.6%	-$293	0.03%	69
2020 Q1	$44K	Buy	171 +15	+10%	+$4.58K	0.03%	53
2019 Q4	$50K	Buy	+156	New	+$48K	0.04%	87

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAI

Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

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

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Hoey Investments's SPY Position: Q2 2026 in Review

Hoey Investments held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 153 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #107.

Hoey Investments first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. The position peaked at $394K in Q3 2024. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Hoey Investments held 153 shares of State Street SPDR S&P 500 ETF Trust worth $114K as of Q2 2026.
Hoey Investments left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.01% of Hoey Investments's portfolio in Q2 2026, its #107 holding.
Hoey Investments first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 27 quarters since.
Hoey Investments's State Street SPDR S&P 500 ETF Trust position peaked at $394K in Q3 2024.
2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.