HRC Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

HRC Wealth Management’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
2025 Q1	–	Sell	-591	Closed	-$347K	–	55
2024 Q4	$347K	Sell	591 -27	-4%	-$15.9K	0.21%	36
2024 Q3	$355K	Sell	618 -3	-0.5%	-$1.66K	0.23%	28
2024 Q2	$338K	Sell	621 -3	-0.5%	-$1.57K	0.23%	29
2024 Q1	$327K	Buy	624 +2	+0.3%	+$996	0.24%	28
2023 Q4	$296K	Buy	+622	New	+$277K	0.25%	19

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

HRC Wealth Management's SPY Position: Q1 2025 in Review

HRC Wealth Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2025, closing a stake of 591 shares — an estimated $347K sold.

HRC Wealth Management first reported a position in SPY in Q4 2023 and held it in 5 quarters. The position peaked at $355K in Q3 2024. 4,172 funds tracked by Wall St. Rank hold SPY as of Q1 2025.

HRC Wealth Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2025 after selling out during the quarter.
HRC Wealth Management sold 591 State Street SPDR S&P 500 ETF Trust shares in Q1 2025, an estimated $347K.
HRC Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and held it in 5 quarters.
HRC Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $355K in Q3 2024.
4,172 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2025.

Based on HRC Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.