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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
Q2 		$17.8M Buy
23,788
+69
+0.3% +$50K 1.77% 19
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 		$9.58M 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 		$9.78M Sell
20,590
-467
-2% -$214K 2.93% 11
2021
Q3 		$9.04M Buy
21,057
+45
+0.2% +$19.9K 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 $83.7B AUM 27.22% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Howard Financial Services's SPY Position: Q2 2026 in Review

Howard Financial Services increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.29% in Q2 2026, buying an estimated $50K and bringing the position to 23,788 shares worth $17.8M. The position accounts for 1.77% of the portfolio, ranked #19.

Howard Financial Services first reported a position in SPY in Q4 2018 and has held it in 31 quarters since. 1,873 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Howard Financial Services held 23,788 shares of State Street SPDR S&P 500 ETF Trust worth $17.8M as of Q2 2026.
  • Howard Financial Services bought 69 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $50K.
  • State Street SPDR S&P 500 ETF Trust made up 1.77% of Howard Financial Services's portfolio in Q2 2026, its #19 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 31 quarters since.
  • 1,873 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.