HT Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

HT Partners’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	$913K	Sell	1,222 -19	-2%	-$13.8K	0.25%	29
2026 Q1	$807K	Hold	1,241	–	–	0.24%	28
2025 Q4	$846K	Hold	1,241	–	–	0.25%	28
2025 Q3	$827K	Hold	1,241	–	–	0.25%	28
2025 Q2	$767K	Hold	1,241	–	–	0.23%	29
2025 Q1	$694K	Hold	1,241	–	–	0.24%	28
2024 Q4	$727K	Sell	1,241 -21	-2%	-$12.4K	0.25%	28
2024 Q3	$724K	Sell	1,262 -61	-5%	-$33.7K	0.26%	27
2024 Q2	$720K	Hold	1,323	–	–	0.25%	26
2024 Q1	$692K	Hold	1,323	–	–	0.25%	27
2023 Q4	$629K	Buy	1,323 +310	+31%	+$138K	0.25%	26
2023 Q3	$433K	Sell	1,013 -38	-4%	-$16.9K	0.13%	29
2023 Q2	$466K	Hold	1,051	–	–	0.13%	30
2023 Q1	$430K	Sell	1,051 -18	-2%	-$7.18K	0.13%	33
2022 Q4	$409K	Sell	1,069 -331	-24%	-$127K	0.13%	30
2022 Q3	$500K	Buy	1,400 +250	+22%	+$99.3K	0.21%	26
2022 Q2	$434K	Hold	1,150	–	–	0.17%	29
2022 Q1	$519K	Hold	1,150	–	–	0.16%	30
2021 Q4	$546K	Hold	1,150	–	–	0.16%	31
2021 Q3	$494K	Sell	1,150 -35	-3%	-$15.4K	0.15%	28
2021 Q2	$507K	Hold	1,185	–	–	0.16%	28
2021 Q1	$470K	Sell	1,185 -75	-6%	-$28.9K	0.16%	28
2020 Q4	$471K	Sell	1,260 -25	-2%	-$8.87K	0.16%	24
2020 Q3	$430K	Hold	1,285	–	–	0.16%	21
2020 Q2	$396K	Hold	1,285	–	–	0.16%	21
2020 Q1	$331K	Hold	1,285	–	–	0.15%	24
2019 Q4	$414K	Hold	1,285	–	–	0.17%	21
2019 Q3	$381K	Buy	+1,285	New	+$380K	0.16%	21

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

HT Partners's SPY Position: Q2 2026 in Review

HT Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.5% in Q2 2026, selling an estimated $13.8K and leaving 1,222 shares worth $913K. The position accounts for 0.25% of the portfolio, ranked #29.

HT Partners first reported a position in SPY in Q3 2019 and has held it in 28 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

HT Partners held 1,222 shares of State Street SPDR S&P 500 ETF Trust worth $913K as of Q2 2026.
HT Partners sold 19 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $13.8K.
State Street SPDR S&P 500 ETF Trust made up 0.25% of HT Partners's portfolio in Q2 2026, its #29 holding.
HT Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2019 and has held it in 28 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on HT Partners's 13F filing for Q2 2026, filed 16 Jul 2026.