Houlihan Financial Resource Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Houlihan Financial Resource Group’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	$26.3M	Sell	40,500 -62	-0.2%	-$42.2K	10.26%	1
2025 Q4	$27.9M	Buy	40,562 +20,479	+102%	+$13.8M	10.59%	1
2025 Q3	$13.4M	Sell	20,083 -21,575	-52%	-$13.8M	11.75%	1
2025 Q2	$26M	Sell	41,658 -257	-0.6%	-$147K	10.79%	1
2025 Q1	$23.4M	Sell	41,915 -1,182	-3%	-$695K	10.53%	1
2024 Q4	$25.3M	Sell	43,097 -1,055	-2%	-$622K	10.77%	1
2024 Q3	$25.3M	Sell	44,152 -146	-0.3%	-$80.7K	10.48%	1
2024 Q2	$24.1M	Buy	44,298 +411	+0.9%	+$215K	16.44%	1
2024 Q1	$23M	Buy	43,887 +158	+0.4%	+$78.7K	10.3%	1
2023 Q4	$20.8M	Buy	43,729 +1,197	+3%	+$533K	10.08%	1
2023 Q3	$18M	Sell	42,532 -1,339,962	-97%	-$596M	9.63%	1
2023 Q2	$581M	Buy	1,382,494 +1,339,268	+3,098%	+$562M	18.05%	1
2023 Q1	$17.7M	Buy	43,226 +93	+0.2%	+$37.1K	9.65%	1
2022 Q4	$16.9M	Sell	43,133 -450	-1%	-$173K	9.75%	1
2022 Q3	$16.4M	Buy	+43,583	New	+$17.3M	9.96%	1
2020 Q3	$15.1M	Buy	+42,198	New	+$14M	8.69%	1
2020 Q1	$11.3M	Buy	43,911 +153	+0.3%	+$46.7K	9.84%	1
2019 Q4	$14.1M	Buy	+43,758	New	+$13.5M	9.11%	1

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

Houlihan Financial Resource Group's SPY Position: Q1 2026 in Review

Houlihan Financial Resource Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.15% in Q1 2026, selling an estimated $42.2K and leaving 40,500 shares worth $26.3M. The position accounts for 10.26% of the portfolio, ranked #1.

Houlihan Financial Resource Group first reported a position in SPY in Q4 2019 and has held it in 18 quarters since. The position peaked at $581M in Q2 2023. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Houlihan Financial Resource Group held 40,500 shares of State Street SPDR S&P 500 ETF Trust worth $26.3M as of Q1 2026.
Houlihan Financial Resource Group sold 62 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $42.2K.
State Street SPDR S&P 500 ETF Trust made up 10.26% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #1 holding.
Houlihan Financial Resource Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 18 quarters since.
Houlihan Financial Resource Group's State Street SPDR S&P 500 ETF Trust position peaked at $581M in Q2 2023.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.