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

Hummer Financial Advisory 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	$25.1M	Hold	33,564	–	–	16.53%	1
2026 Q1	$21.9M	Buy	33,564 +307	+0.9%	+$209K	15.47%	1
2025 Q4	$22.7M	Sell	33,257 -307	-0.9%	-$207K	16.07%	1
2025 Q3	$22.4M	Sell	33,564 -46	-0.1%	-$29.5K	16.33%	1
2025 Q2	$20.8M	Hold	33,610	–	–	15.64%	1
2025 Q1	$18.9M	Buy	33,610 +143	+0.4%	+$84.1K	15.31%	1
2024 Q4	$19.7M	Hold	33,467	–	–	15.56%	1
2024 Q3	$19.3M	Sell	33,467 -92	-0.3%	-$50.9K	15.15%	1
2024 Q2	$18.3M	Sell	33,559 -355	-1%	-$186K	15.83%	1
2024 Q1	$17.8M	Buy	33,914 +535	+2%	+$266K	14.67%	1
2023 Q4	$15.9M	Hold	33,379	–	–	14.57%	2
2023 Q3	$14.3M	Hold	33,379	–	–	14.6%	2
2023 Q2	$14.9M	Hold	33,379	–	–	14.53%	2
2023 Q1	$13.7M	Sell	33,379 -152	-0.5%	-$60.6K	14.58%	2
2022 Q4	$12.9M	Sell	33,531 -145	-0.4%	-$55.7K	14.17%	2
2022 Q3	$12.1M	Sell	33,676 -55	-0.2%	-$21.8K	14.2%	2
2022 Q2	$12.8M	Hold	33,731	–	–	14.47%	2
2022 Q1	$15.3M	Buy	33,731 +161	+0.5%	+$71.7K	13.78%	2
2021 Q4	$16M	Sell	33,570 -585	-2%	-$269K	13.49%	2
2021 Q3	$14.7M	Hold	34,155	–	–	13.59%	2
2021 Q2	$14.7M	Hold	34,155	–	–	13.55%	2
2021 Q1	$13.6M	Buy	34,155 +661	+2%	+$255K	13.2%	2
2020 Q4	$12.6M	Sell	33,494 -1,000	-3%	-$355K	13.22%	2
2020 Q3	$11.6M	Buy	34,494 +47	+0.1%	+$15.6K	13.67%	1
2020 Q2	$10.7M	Sell	34,447 -1,700	-5%	-$498K	13.63%	2
2020 Q1	$9.37M	Buy	36,147 +333	+0.9%	+$102K	14.13%	1
2019 Q4	$11.6M	Buy	+35,814	New	+$11M	12.52%	1

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAI

Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

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

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Hummer Financial Advisory Services's SPY Position: Q2 2026 in Review

Hummer Financial Advisory Services held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 33,564 shares worth $25.1M. The position accounts for 16.53% of the portfolio, ranked #1.

Hummer Financial Advisory Services first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Hummer Financial Advisory Services held 33,564 shares of State Street SPDR S&P 500 ETF Trust worth $25.1M as of Q2 2026.
Hummer Financial Advisory Services left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 16.53% of Hummer Financial Advisory Services's portfolio in Q2 2026, its #1 holding.
Hummer Financial Advisory Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 27 quarters since.
2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Hummer Financial Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.