Koesten Hirschmann & Crabtree’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Koesten Hirschmann & Crabtree’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 Q3	$260K	Sell	341 -27	-7%	-$20.5K	0.11%	42
2026 Q2	$275K	Sell	368 -40	-10%	-$29K	0.11%	42
2026 Q1	$266K	Hold	408	–	–	0.13%	35
2025 Q4	$278K	Sell	408 -5	-1%	-$3.38K	0.14%	33
2025 Q3	$275K	Hold	413	–	–	0.13%	30
2025 Q2	$255K	Buy	413 +90	+28%	+$51.4K	0.13%	29
2025 Q1	$181K	Hold	323	–	–	0.1%	34
2024 Q4	$189K	Sell	323 -91	-22%	-$53.6K	0.11%	33
2024 Q3	$238K	Sell	414 -60	-13%	-$33.2K	0.14%	30
2024 Q2	$248K	Hold	474	–	–	0.16%	28
2024 Q1	$248K	Buy	474 +60	+14%	+$29.9K	0.16%	28
2023 Q4	$197K	Buy	414 +21	+5%	+$9.36K	0.14%	28
2023 Q3	$168K	Buy	393 +5	+1%	+$2.22K	0.13%	27
2023 Q2	$172K	Sell	388 -79	-17%	-$33.2K	0.13%	28
2023 Q1	$191K	Hold	467	–	–	0.15%	27
2022 Q4	$179K	Buy	+467	New	+$179K	0.15%	26

Other funds holding SPY

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Koesten Hirschmann & Crabtree's SPY Position: Q3 2026 in Review

Koesten Hirschmann & Crabtree reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7.3% in Q3 2026, selling an estimated $20.5K and leaving 341 shares worth $260K. The position accounts for 0.11% of the portfolio, ranked #42.

Koesten Hirschmann & Crabtree first reported a position in SPY in Q4 2022 and has held it in 16 quarters since. The position peaked at $278K in Q4 2025. 2,238 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Koesten Hirschmann & Crabtree held 341 shares of State Street SPDR S&P 500 ETF Trust worth $260K as of Q3 2026.
Koesten Hirschmann & Crabtree sold 27 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $20.5K.
State Street SPDR S&P 500 ETF Trust made up 0.11% of Koesten Hirschmann & Crabtree's portfolio in Q3 2026, its #42 holding.
Koesten Hirschmann & Crabtree first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 16 quarters since.
Koesten Hirschmann & Crabtree's State Street SPDR S&P 500 ETF Trust position peaked at $278K in Q4 2025.
2,238 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q3 2026, filed 13 Oct 2026.