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

Hyperion Capital Advisors’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	$229K	Hold	352	–	–	0.11%	61
2025 Q4	$240K	Hold	352	–	–	0.12%	59
2025 Q3	$234K	Hold	352	–	–	0.13%	56
2025 Q2	$217K	Buy	+352	New	+$201K	0.14%	57
2025 Q1	–	Sell	-352	Closed	-$206K	–	94
2024 Q4	$206K	Hold	352	–	–	0.11%	87
2024 Q3	$202K	Buy	+352	New	+$195K	0.09%	124
2024 Q1	–	Sell	-952	Closed	-$452K	–	112
2023 Q4	$452K	Sell	952 -670	-41%	-$298K	0.24%	36
2023 Q3	$693K	Buy	1,622 +102	+7%	+$45.4K	0.38%	31
2023 Q2	$674K	Sell	1,520 -29	-2%	-$12.2K	0.37%	32
2023 Q1	$634K	Hold	1,549	–	–	0.3%	34
2022 Q4	$592K	Hold	1,549	–	–	0.29%	31
2022 Q3	$553K	Hold	1,549	–	–	0.27%	35
2022 Q2	$584K	Hold	1,549	–	–	0.27%	37
2022 Q1	$700K	Buy	1,549 +245	+19%	+$109K	0.27%	36
2021 Q4	$619K	Hold	1,304	–	–	0.14%	36
2021 Q3	$560K	Hold	1,304	–	–	0.15%	34
2021 Q2	$558K	Hold	1,304	–	–	0.16%	32
2021 Q1	$517K	Buy	1,304 +100	+8%	+$38.6K	0.17%	32
2020 Q4	$450K	Hold	1,204	–	–	0.18%	33
2020 Q3	$403K	Sell	1,204 -74	-6%	-$24.5K	0.19%	35
2020 Q2	$394K	Sell	1,278 -292	-19%	-$85.5K	0.23%	29
2020 Q1	$405K	Buy	1,570 +576	+58%	+$176K	0.29%	30
2019 Q4	$320K	Buy	+994	New	+$306K	0.17%	32

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

Hyperion Capital Advisors's SPY Position: Q1 2026 in Review

Hyperion Capital Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 352 shares worth $229K. The position accounts for 0.11% of the portfolio, ranked #61.

Hyperion Capital Advisors first reported a position in SPY in Q4 2019 and has held it in 23 quarters since. The position peaked at $700K in Q1 2022. 4,556 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Hyperion Capital Advisors held 352 shares of State Street SPDR S&P 500 ETF Trust worth $229K as of Q1 2026.
Hyperion Capital Advisors left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.11% of Hyperion Capital Advisors's portfolio in Q1 2026, its #61 holding.
Hyperion Capital Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 23 quarters since.
Hyperion Capital Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $700K in Q1 2022.
4,556 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Hyperion Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.