HT Partners
SPY icon

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
2020
Q2 		– Sell
-1,000
Closed -$11K – 35
2020
Q1 		$11K Buy
+1,000
New +$305K 0.01% 28

Other funds holding SPY

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
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 of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

HT Partners's SPY Position: Q3 2026 in Review

HT Partners held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 1,222 shares worth $932K. The position accounts for 0.26% of the portfolio, ranked #28.

HT Partners first reported a position in SPY in Q3 2019 and has held it in 29 quarters since. 2,831 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • HT Partners held 1,222 shares of State Street SPDR S&P 500 ETF Trust worth $932K as of Q3 2026.
  • HT Partners left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2026.
  • State Street SPDR S&P 500 ETF Trust made up 0.26% of HT Partners's portfolio in Q3 2026, its #28 holding.
  • HT Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2019 and has held it in 29 quarters since.
  • 2,831 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on HT Partners's 13F filing for Q3 2026, filed 20 Oct 2026.