Howard Capital Management Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Howard Capital Management 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	$109M	Sell	145,761 -2,677	-2%	-$1.94M	6.65%	3
2026 Q1	$96.5M	Buy	148,438 +486	+0.3%	+$330K	6.41%	3
2025 Q4	$101M	Sell	147,952 -497	-0.3%	-$336K	6.37%	3
2025 Q3	$98.9M	Sell	148,449 -2,104	-1%	-$1.35M	6.26%	4
2025 Q2	$93M	Sell	150,553 -548	-0.4%	-$313K	6.46%	3
2025 Q1	$84.5M	Sell	151,101 -778	-0.5%	-$457K	6.58%	3
2024 Q4	$89M	Sell	151,879 -1,076	-0.7%	-$634K	6.09%	3
2024 Q3	$87.8M	Sell	152,955 -4,007	-3%	-$2.22M	6.16%	3
2024 Q2	$85.4M	Buy	156,962 +1,358	+0.9%	+$711K	6.3%	4
2024 Q1	$81.4M	Sell	155,604 -2,021	-1%	-$1.01M	6.27%	3
2023 Q4	$74.9M	Sell	157,625 -3,301	-2%	-$1.47M	6.49%	3
2023 Q3	$68.8M	Buy	160,926 +1,816	+1%	+$808K	6.64%	3
2023 Q2	$70.5M	Buy	159,110 +2,680	+2%	+$1.12M	6.57%	3
2023 Q1	$64M	Sell	156,430 -7	-0%	-$2.79K	6.77%	2
2022 Q4	$59.8M	Sell	156,437 -1,674	-1%	-$643K	7.17%	1
2022 Q3	$56.5M	Sell	158,111 -1,059	-0.7%	-$421K	7.14%	2
2022 Q2	$60M	Buy	159,170 +1,553	+1%	+$636K	7.05%	2
2022 Q1	$71.2M	Buy	157,617 +1,508	+1%	+$671K	6.47%	2
2021 Q4	$74.1M	Buy	156,109 +1,060	+0.7%	+$487K	6.12%	2
2021 Q3	$66.5M	Sell	155,049 -160	-0.1%	-$70.6K	6.16%	2
2021 Q2	$66.4M	Buy	155,209 +1,046	+0.7%	+$437K	6.25%	1
2021 Q1	$61.1M	Buy	+154,163	New	+$59.5M	6.39%	1

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

MSU

Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

Howard Capital Management Group's SPY Position: Q2 2026 in Review

Howard Capital Management Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.8% in Q2 2026, selling an estimated $1.94M and leaving 145,761 shares worth $109M. The position accounts for 6.65% of the portfolio, ranked #3.

Howard Capital Management Group first reported a position in SPY in Q1 2021 and has held it in 22 quarters since. 1,971 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Howard Capital Management Group held 145,761 shares of State Street SPDR S&P 500 ETF Trust worth $109M as of Q2 2026.
Howard Capital Management Group sold 2,677 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.94M.
State Street SPDR S&P 500 ETF Trust made up 6.65% of Howard Capital Management Group's portfolio in Q2 2026, its #3 holding.
Howard Capital Management Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2021 and has held it in 22 quarters since.
1,971 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Howard Capital Management Group's 13F filing for Q2 2026, filed 16 Jul 2026.