HTG Investment Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

HTG Investment Advisors’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 Q1	$1.16M	Hold	1,777	–	–	0.33%	34
2025 Q4	$1.21M	Hold	1,777	–	–	0.37%	31
2025 Q3	$1.18M	Hold	1,777	–	–	0.4%	31
2025 Q2	$1.1M	Buy	1,777 +10	+0.6%	+$5.72K	0.41%	29
2025 Q1	$988K	Buy	1,767 +19	+1%	+$11.2K	0.41%	30
2024 Q4	$1.02M	Hold	1,748	–	–	0.47%	28
2024 Q3	$1M	Sell	1,748 -54	-3%	-$29.9K	0.47%	28
2024 Q2	$981K	Hold	1,802	–	–	0.53%	29
2024 Q1	$943K	Hold	1,802	–	–	0.55%	27
2023 Q4	$857K	Hold	1,802	–	–	0.56%	27
2023 Q3	$770K	Hold	1,802	–	–	0.62%	27
2023 Q2	$799K	Hold	1,802	–	–	0.66%	26
2023 Q1	$738K	Buy	1,802 +109	+6%	+$43.5K	0.67%	27
2022 Q4	$648K	Buy	+1,693	New	+$651K	0.66%	27

Other funds holding SPY

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

HTG Investment Advisors's SPY Position: Q1 2026 in Review

HTG Investment Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 1,777 shares worth $1.16M. The position accounts for 0.33% of the portfolio, ranked #34.

HTG Investment Advisors first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.21M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

HTG Investment Advisors held 1,777 shares of State Street SPDR S&P 500 ETF Trust worth $1.16M as of Q1 2026.
HTG Investment Advisors left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.33% of HTG Investment Advisors's portfolio in Q1 2026, its #34 holding.
HTG Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 14 quarters since.
HTG Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $1.21M in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on HTG Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.