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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$591K Sell
908
-6
-0.7% -$4.08K 0.32% 33
2025
Q4
$623K Sell
914
-20
-2% -$13.5K 0.34% 34
2025
Q3
$622K Sell
934
-24
-3% -$15.4K 0.36% 33
2025
Q2
$592K Sell
958
-81
-8% -$46.3K 0.37% 30
2025
Q1
$581K Buy
1,039
+661
+175% +$389K 0.41% 29
2024
Q4
$222K Sell
378
-35
-8% -$20.6K 0.16% 52
2024
Q3
$237K Sell
413
-6
-1% -$3.32K 0.18% 47
2024
Q2
$228K Sell
419
-147
-26% -$76.9K 0.19% 49
2024
Q1
$296K Buy
566
+145
+34% +$72.2K 0.24% 40
2023
Q4
$200K Buy
+421
New +$188K 0.2% 46

Other funds holding SPY

Hoge Financial Services's SPY Position: Q1 2026 in Review

Hoge Financial Services reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.66% in Q1 2026, selling an estimated $4.08K and leaving 908 shares worth $591K. The position accounts for 0.32% of the portfolio, ranked #33.

Hoge Financial Services first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. The position peaked at $623K in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Hoge Financial Services held 908 shares of State Street SPDR S&P 500 ETF Trust worth $591K as of Q1 2026.
  • Hoge Financial Services sold 6 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $4.08K.
  • State Street SPDR S&P 500 ETF Trust made up 0.32% of Hoge Financial Services's portfolio in Q1 2026, its #33 holding.
  • Hoge Financial Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
  • Hoge Financial Services's State Street SPDR S&P 500 ETF Trust position peaked at $623K in Q4 2025.
  • 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Hoge Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.