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 Q2	$1.14M	Sell	1,531 -3	-0.2%	-$2.17K	0.24%	40
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 $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hurlow Wealth Management Group's SPY Position: Q2 2026 in Review

Hurlow Wealth Management Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.2% in Q2 2026, selling an estimated $2.17K and leaving 1,531 shares worth $1.14M. The position accounts for 0.24% of the portfolio, ranked #40.

Hurlow Wealth Management Group first reported a position in SPY in Q2 2021 and has held it in 17 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Hurlow Wealth Management Group held 1,531 shares of State Street SPDR S&P 500 ETF Trust worth $1.14M as of Q2 2026.
Hurlow Wealth Management Group sold 3 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.17K.
State Street SPDR S&P 500 ETF Trust made up 0.24% of Hurlow Wealth Management Group's portfolio in Q2 2026, its #40 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 17 quarters since.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.