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 Q2	$30M	Sell	40,133 -367	-0.9%	-$266K	10.68%	1
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 $1.81T 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

Houlihan Financial Resource Group's SPY Position: Q2 2026 in Review

Houlihan Financial Resource Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.91% in Q2 2026, selling an estimated $266K and leaving 40,133 shares worth $30M. The position accounts for 10.68% of the portfolio, ranked #1.

Houlihan Financial Resource Group first reported a position in SPY in Q4 2019 and has held it in 19 quarters since. The position peaked at $581M in Q2 2023. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Houlihan Financial Resource Group held 40,133 shares of State Street SPDR S&P 500 ETF Trust worth $30M as of Q2 2026.
Houlihan Financial Resource Group sold 367 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $266K.
State Street SPDR S&P 500 ETF Trust made up 10.68% of Houlihan Financial Resource Group's portfolio in Q2 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 19 quarters since.
Houlihan Financial Resource Group's State Street SPDR S&P 500 ETF Trust position peaked at $581M in Q2 2023.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2026, filed 10 Aug 2026.