Hurlow Wealth Management Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Hurlow Wealth Management Group’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	$997K	Sell	1,534 -2	-0.1%	-$1.36K	0.24%	39
2025 Q4	$1.05M	Hold	1,536	–	–	0.26%	38
2025 Q3	$1.02M	Sell	1,536 -1	-0.1%	-$641	0.27%	37
2025 Q2	$949K	Hold	1,537	–	–	0.27%	40
2025 Q1	$860K	Buy	1,537 +350	+29%	+$206K	0.27%	40
2024 Q4	$696K	Sell	1,187 -2	-0.2%	-$1.18K	0.22%	45
2024 Q3	$682K	Sell	1,189 -2	-0.2%	-$1.11K	0.21%	45
2024 Q2	$648K	Sell	1,191 -177	-13%	-$92.6K	0.22%	46
2024 Q1	$716K	Buy	1,368 +10	+0.7%	+$4.98K	0.25%	43
2023 Q4	$646K	Sell	1,358 -1	-0.1%	-$445	0.24%	44
2023 Q3	$581K	Sell	1,359 -100	-7%	-$44.5K	0.25%	48
2023 Q2	$647K	Buy	1,459 +963	+194%	+$404K	0.28%	45
2023 Q1	$203K	Buy	+496	New	+$198K	0.09%	102
2022 Q2	–	Sell	-480	Closed	-$217K	–	98
2022 Q1	$217K	Buy	+480	New	+$214K	0.13%	90
2021 Q4	–	Sell	-480	Closed	-$206K	–	95
2021 Q3	$206K	Hold	480	–	–	0.12%	93
2021 Q2	$205K	Buy	+480	New	+$200K	0.13%	95

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

Hurlow Wealth Management Group's SPY Position: Q1 2026 in Review

Hurlow Wealth Management Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.13% in Q1 2026, selling an estimated $1.36K and leaving 1,534 shares worth $997K. The position accounts for 0.24% of the portfolio, ranked #39.

Hurlow Wealth Management Group first reported a position in SPY in Q2 2021 and has held it in 16 quarters since. The position peaked at $1.05M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Hurlow Wealth Management Group held 1,534 shares of State Street SPDR S&P 500 ETF Trust worth $997K as of Q1 2026.
Hurlow Wealth Management Group sold 2 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.36K.
State Street SPDR S&P 500 ETF Trust made up 0.24% of Hurlow Wealth Management Group's portfolio in Q1 2026, its #39 holding.
Hurlow Wealth Management Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2021 and has held it in 16 quarters since.
Hurlow Wealth Management Group's State Street SPDR S&P 500 ETF Trust position peaked at $1.05M in Q4 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2026, filed 22 Apr 2026.