Hughes Financial Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Hughes 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	$2.81M	Sell	3,764 -52	-1%	-$37.7K	0.37%	26
2026 Q1	$2.48M	Sell	3,816 -80	-2%	-$54.4K	0.38%	27
2025 Q4	$2.66M	Sell	3,896 -90	-2%	-$60.8K	0.42%	26
2025 Q3	$2.72M	Sell	3,986 -75	-2%	-$48.1K	0.43%	25
2025 Q2	$2.57M	Sell	4,061 -188	-4%	-$107K	0.44%	25
2025 Q1	$2.38M	Sell	4,249 -555	-12%	-$326K	0.47%	24
2024 Q4	$2.82M	Buy	+4,804	New	+$2.83M	0.58%	22

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

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

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

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

Hughes Financial Services reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.4% in Q2 2026, selling an estimated $37.7K and leaving 3,764 shares worth $2.81M. The position accounts for 0.37% of the portfolio, ranked #26.

Hughes Financial Services first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.82M in Q4 2024. 1,432 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Hughes Financial Services held 3,764 shares of State Street SPDR S&P 500 ETF Trust worth $2.81M as of Q2 2026.
Hughes Financial Services sold 52 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $37.7K.
State Street SPDR S&P 500 ETF Trust made up 0.37% of Hughes Financial Services's portfolio in Q2 2026, its #26 holding.
Hughes Financial Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
Hughes Financial Services's State Street SPDR S&P 500 ETF Trust position peaked at $2.82M in Q4 2024.
1,432 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.