Highland Investment Advisors LLC’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Highland Investment Advisors LLC’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	$1.58M	Buy	+2,111	New	+$1.53M	0.69%	20

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Highland Investment Advisors LLC's SPY Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 2,111 shares worth $1.58M. The stake represents 0.69% of the portfolio and ranks #20 among its holdings.

4,002 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Highland Investment Advisors LLC held 2,111 shares of State Street SPDR S&P 500 ETF Trust worth $1.58M as of Q2 2026.
State Street SPDR S&P 500 ETF Trust was a new Highland Investment Advisors LLC position in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.69% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #20 holding.
4,002 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.