Howard Financial Services
SPY icon

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

Howard 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
Q3 		$12.9M Buy
16,977
+24
+0.1% +$18.2K 1.36% 21
2026
Q2 		$12.7M Sell
16,953
-6,766
-29% -$4.91M 1.37% 20
2026
Q1 		$15.4M Sell
23,719
-827
-3% -$562K 1.74% 19
2025
Q4 		$16.7M Buy
24,546
+673
+3% +$455K 1.96% 18
2025
Q3 		$15.9M Buy
23,873
+23
+0.1% +$14.7K 1.95% 17
2025
Q2 		$14.7M Buy
23,850
+717
+3% +$410K 1.94% 17
2025
Q1 		$12.9M Buy
23,133
+856
+4% +$503K 1.76% 18
2024
Q4 		$13.1M Buy
22,277
+383
+2% +$226K 1.78% 17
2024
Q3 		$12.6M Sell
21,894
-544
-2% -$301K 1.81% 18
2024
Q2 		$12.2M Sell
22,438
-756
-3% -$396K 2% 17
2024
Q1 		$12.1M Sell
23,194
-1,499
-6% -$746K 2.09% 16
2023
Q4 		$11.7M Sell
24,693
-744
-3% -$331K 2.26% 16
2023
Q3 		$10.9M Sell
25,437
-669
-3% -$298K 2.49% 12
2023
Q2 		$11.6M Buy
26,106
+942
+4% +$395K 2.76% 10
2023
Q1 		$10.3M Buy
25,164
+120
+0.5% +$47.9K 2.51% 11
2022
Q4 		$9.6M Sell
25,044
-1,013
-4% -$389K 2.52% 10
2022
Q3 		$9.31M Buy
26,057
+2,323
+10% +$923K 3.02% 7
2022
Q2 		$8.95M Buy
23,734
+1,135
+5% +$465K 3.04% 10
2022
Q1 		$10.2M Buy
22,599
+2,009
+10% +$894K 3.02% 10
2021
Q4 		$9.8M Sell
20,590
-467
-2% -$214K 2.93% 11
2021
Q3 		$9.04M Buy
21,057
+45
+0.2% +$19.8K 3.39% 7
2021
Q2 		$8.99M Buy
21,012
+150
+0.7% +$62.6K 3.52% 6
2021
Q1 		$8.27M Buy
20,862
+51
+0.2% +$19.7K 3.71% 6
2020
Q4 		$7.78M Buy
20,811
+24
+0.1% +$8.52K 4.1% 6
2020
Q3 		$6.96M Sell
20,787
-132
-0.6% -$43.7K 4.5% 5
2020
Q2 		$6.45M Buy
20,919
+13,444
+180% +$3.94M 4.58% 6
2020
Q1 		$1.93M Sell
7,475
-97
-1% -$29.6K 1.7% 12
2019
Q4 		$2.44M Buy
7,572
+331
+5% +$102K 1.5% 15
2019
Q3 		$2.15M Sell
7,241
-2,139
-23% -$632K 1.42% 15
2019
Q2 		$2.75M Buy
9,380
+9
+0.1% +$2.59K 1.88% 14
2019
Q1 		$2.65M Buy
9,371
+2,639
+39% +$717K 1.88% 15
2018
Q4 		$1.68M Buy
+6,732
New +$1.82M 1.29% 18

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Howard Financial Services's SPY Position: Q3 2026 in Review

Howard Financial Services increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.14% in Q3 2026, buying an estimated $18.2K and bringing the position to 16,977 shares worth $12.9M. The position accounts for 1.36% of the portfolio, ranked #21.

Howard Financial Services first reported a position in SPY in Q4 2018 and has held it in 32 quarters since. The position peaked at $16.7M in Q4 2025. 2,236 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Howard Financial Services held 16,977 shares of State Street SPDR S&P 500 ETF Trust worth $12.9M as of Q3 2026.
  • Howard Financial Services bought 24 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $18.2K.
  • State Street SPDR S&P 500 ETF Trust made up 1.36% of Howard Financial Services's portfolio in Q3 2026, its #21 holding.
  • Howard Financial Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 32 quarters since.
  • Howard Financial Services's State Street SPDR S&P 500 ETF Trust position peaked at $16.7M in Q4 2025.
  • 2,236 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.