James Hambro & Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

James Hambro & Partners’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	–	Sell	-390	Closed	-$254K	–	71
2026 Q1	$254K	Sell	390 -650	-63%	-$442K	0.01%	53
2025 Q4	$709K	Buy	1,040 +302	+41%	+$204K	0.03%	37
2025 Q3	$492K	Hold	738	–	–	0.02%	42
2025 Q2	$456K	Hold	738	–	–	0.02%	41
2025 Q1	$413K	Sell	738 -850	-54%	-$500K	0.02%	45
2024 Q4	$931K	Buy	+1,588	New	+$936K	0.04%	36
2020 Q2	–	Sell	-887	Closed	-$229K	–	57
2020 Q1	$229K	Buy	+887	New	+$271K	0.04%	48

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAI

Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

James Hambro & Partners's SPY Position: Q2 2026 in Review

James Hambro & Partners sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026, closing a stake of 390 shares — an estimated $254K sold.

James Hambro & Partners first reported a position in SPY in Q1 2020 and held it in 7 quarters. The position peaked at $931K in Q4 2024. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

James Hambro & Partners reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2026 after selling out during the quarter.
James Hambro & Partners sold 390 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $254K.
James Hambro & Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2020 and held it in 7 quarters.
James Hambro & Partners's State Street SPDR S&P 500 ETF Trust position peaked at $931K in Q4 2024.
2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on James Hambro & Partners's 13F filing for Q2 2026, filed 23 Jul 2026.