Hollow Brook Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Hollow Brook Wealth Management’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	$1.11M	Buy	1,493 +540	+57%	+$392K	0.22%	52
2026 Q1	$620K	Hold	953	–	–	0.16%	53
2025 Q4	$652K	Sell	953 -35	-4%	-$23.7K	0.17%	57
2025 Q3	$658K	Hold	988	–	–	0.16%	64
2025 Q2	$610K	Sell	988 -793	-45%	-$453K	0.18%	57
2025 Q1	$996K	Sell	1,781 -84	-5%	-$49.4K	0.29%	50
2024 Q4	$1.09M	Sell	1,865 -150	-7%	-$88.4K	0.34%	50
2024 Q3	$1.16M	Buy	2,015 +456	+29%	+$252K	0.34%	52
2024 Q2	$848K	Sell	1,559 -16	-1%	-$8.37K	0.29%	54
2024 Q1	$824K	Buy	1,575 +400	+34%	+$199K	0.3%	54
2023 Q4	$558K	Hold	1,175	–	–	0.22%	57
2023 Q3	$504K	Hold	1,175	–	–	0.21%	56
2023 Q2	$523K	Hold	1,175	–	–	0.23%	55
2023 Q1	$481K	Sell	1,175 -43	-4%	-$17.2K	0.23%	57
2022 Q4	$468K	Buy	+1,218	New	+$468K	0.22%	58
2015 Q2	–	Sell	-58,081	Closed	-$12M	–	55
2015 Q1	$12M	Sell	58,081 -73,502	-56%	-$15.2M	3.98%	9
2014 Q4	$27M	Buy	+131,583	New	+$26.5M	8.76%	2

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

Hollow Brook Wealth Management's SPY Position: Q2 2026 in Review

Hollow Brook Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 57% in Q2 2026, buying an estimated $392K and bringing the position to 1,493 shares worth $1.11M. The position accounts for 0.22% of the portfolio, ranked #52.

Hollow Brook Wealth Management first reported a position in SPY in Q4 2014 and has held it in 17 quarters since. The position peaked at $27M in Q4 2014. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Hollow Brook Wealth Management held 1,493 shares of State Street SPDR S&P 500 ETF Trust worth $1.11M as of Q2 2026.
Hollow Brook Wealth Management bought 540 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $392K.
State Street SPDR S&P 500 ETF Trust made up 0.22% of Hollow Brook Wealth Management's portfolio in Q2 2026, its #52 holding.
Hollow Brook Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2014 and has held it in 17 quarters since.
Hollow Brook Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $27M in Q4 2014.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Hollow Brook Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.