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

Hoge Financial Services’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	$671K	Sell	899 -9	-1%	-$6.53K	0.32%	34
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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hoge Financial Services's SPY Position: Q2 2026 in Review

Hoge Financial Services reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.99% in Q2 2026, selling an estimated $6.53K and leaving 899 shares worth $671K. The position accounts for 0.32% of the portfolio, ranked #34.

Hoge Financial Services first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 4,667 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Hoge Financial Services held 899 shares of State Street SPDR S&P 500 ETF Trust worth $671K as of Q2 2026.
Hoge Financial Services sold 9 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $6.53K.
State Street SPDR S&P 500 ETF Trust made up 0.32% of Hoge Financial Services's portfolio in Q2 2026, its #34 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 11 quarters since.
4,667 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Hoge Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.