Hutchinson Capital Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Hutchinson Capital Management’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	$1.43M	Sell	2,199 -630	-22%	-$428K	0.26%	45
2025 Q4	$1.93M	Sell	2,829 -25	-0.9%	-$16.9K	0.33%	40
2025 Q3	$1.9M	Sell	2,854 -47	-2%	-$30.1K	0.33%	40
2025 Q2	$1.79M	Sell	2,901 -391	-12%	-$224K	0.33%	39
2025 Q1	$1.84M	Sell	3,292 -486	-13%	-$286K	0.35%	36
2024 Q4	$2.21M	Buy	3,778 +41	+1%	+$24.2K	0.42%	36
2024 Q3	$2.14M	Buy	3,737 +413	+12%	+$228K	0.41%	35
2024 Q2	$1.81M	Sell	3,324 -47	-1%	-$24.6K	0.37%	34
2024 Q1	$1.76M	Sell	3,371 -1,975	-37%	-$983K	0.36%	35
2023 Q4	$2.54M	Buy	5,346 +1,979	+59%	+$882K	0.55%	34
2023 Q3	$1.44M	Sell	3,367 -32	-0.9%	-$14.2K	0.34%	38
2023 Q2	$1.51M	Buy	3,399 +30	+0.9%	+$12.6K	0.35%	37
2023 Q1	$1.38M	Sell	3,369 -25	-0.7%	-$9.97K	0.36%	33
2022 Q4	$1.3M	Sell	3,394 -107	-3%	-$41.1K	0.34%	35
2022 Q3	$1.25M	Hold	3,501	–	–	0.34%	33
2022 Q2	$1.32M	Buy	3,501 +273	+8%	+$112K	0.34%	32
2022 Q1	$1.46M	Buy	3,228 +1,400	+77%	+$623K	0.34%	33
2021 Q4	$868K	Hold	1,828	–	–	0.19%	39
2021 Q3	$784K	Hold	1,828	–	–	0.19%	38
2021 Q2	$782K	Hold	1,828	–	–	0.19%	37
2021 Q1	$724K	Hold	1,828	–	–	0.18%	38
2020 Q4	$683K	Sell	1,828 -15	-0.8%	-$5.32K	0.18%	39
2020 Q3	$617K	Sell	1,843 -65	-3%	-$21.5K	0.18%	39
2020 Q2	$588K	Sell	1,908 -547	-22%	-$160K	0.18%	37
2020 Q1	$633K	Sell	2,455 -325	-12%	-$99.1K	0.21%	41
2019 Q4	$895K	Sell	2,780 -168	-6%	-$51.7K	0.23%	41
2019 Q3	$875K	Buy	+2,948	New	+$871K	0.24%	42
2016 Q2	–	Sell	-6,062	Closed	-$1.25M	–	54
2016 Q1	$1.25M	Buy	+6,062	New	+$1.18M	0.39%	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

Hutchinson Capital Management's SPY Position: Q1 2026 in Review

Hutchinson Capital Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 22% in Q1 2026, selling an estimated $428K and leaving 2,199 shares worth $1.43M. The position accounts for 0.26% of the portfolio, ranked #45.

Hutchinson Capital Management first reported a position in SPY in Q1 2016 and has held it in 28 quarters since. The position peaked at $2.54M in Q4 2023. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Hutchinson Capital Management held 2,199 shares of State Street SPDR S&P 500 ETF Trust worth $1.43M as of Q1 2026.
Hutchinson Capital Management sold 630 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $428K.
State Street SPDR S&P 500 ETF Trust made up 0.26% of Hutchinson Capital Management's portfolio in Q1 2026, its #45 holding.
Hutchinson Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2016 and has held it in 28 quarters since.
Hutchinson Capital Management's State Street SPDR S&P 500 ETF Trust position peaked at $2.54M in Q4 2023.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Hutchinson Capital Management's 13F filing for Q1 2026, filed 12 May 2026.