Laurie J. Hall Trustee’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Laurie J. Hall Trustee’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	$2.22M	Buy	2,977 +42	+1%	+$30.4K	0.69%	41
2026 Q1	$1.91M	Buy	2,935 +28	+1%	+$19K	0.67%	45
2025 Q4	$1.98M	Hold	2,907	–	–	0.66%	44
2025 Q3	$1.94M	Hold	2,907	–	–	0.63%	46
2025 Q2	$1.8M	Hold	2,907	–	–	0.59%	48
2025 Q1	$1.63M	Sell	2,907 -1,403	-33%	-$825K	0.58%	49
2024 Q4	$2.53M	Buy	4,310 +15	+0.3%	+$8.84K	0.83%	39
2024 Q3	$2.46M	Buy	4,295 +8	+0.2%	+$4.42K	0.78%	39
2024 Q2	$2.33M	Buy	4,287 +45	+1%	+$23.6K	0.81%	36
2024 Q1	$2.22M	Hold	4,242	–	–	0.78%	40
2023 Q4	$2.02M	Buy	4,242 +5	+0.1%	+$2.23K	0.77%	42
2023 Q3	$1.81M	Buy	4,237 +330	+8%	+$147K	0.77%	41
2023 Q2	$1.73M	Sell	3,907 -230	-6%	-$96.5K	0.69%	43
2023 Q1	$1.69M	Buy	4,137 +2	+0%	+$798	0.72%	42
2022 Q4	$1.58M	Buy	4,135 +211	+5%	+$81.1K	0.71%	44
2022 Q3	$1.4M	Buy	3,924 +254	+7%	+$101K	0.69%	43
2022 Q2	$1.38M	Buy	3,670 +240	+7%	+$98.3K	0.65%	45
2022 Q1	$1.55M	Buy	3,430 +20	+0.6%	+$8.9K	0.6%	52
2021 Q4	$1.62M	Sell	3,410 -22	-0.6%	-$10.1K	0.57%	50
2021 Q3	$1.47M	Sell	3,432 -12	-0.3%	-$5.29K	0.57%	51
2021 Q2	$1.48M	Buy	3,444 +5	+0.1%	+$2.09K	0.56%	53
2021 Q1	$1.36M	Sell	3,439 -15	-0.4%	-$5.79K	0.52%	56
2020 Q4	$1.29M	Sell	3,454 -58	-2%	-$20.6K	0.52%	52
2020 Q3	$1.18M	Buy	+3,512	New	+$1.16M	0.53%	54
2019 Q4	$1.22M	Sell	3,797 -43	-1%	-$13.2K	0.56%	54
2019 Q3	$1.14M	Sell	3,840 -315	-8%	-$93.1K	0.58%	54
2019 Q2	$1.22M	Sell	4,155 -160	-4%	-$46.1K	0.63%	48
2019 Q1	$1.22M	Sell	4,315 -600	-12%	-$163K	0.64%	43
2018 Q4	$1.35M	Sell	4,915 -319	-6%	-$86K	0.74%	41
2018 Q3	$1.52M	Sell	5,234 -122	-2%	-$34.7K	0.8%	41
2018 Q2	$1.45M	Sell	5,356 -100	-2%	-$27K	0.83%	36
2018 Q1	$1.44M	Sell	5,456 -525	-9%	-$143K	0.87%	36
2017 Q4	$1.6M	Sell	5,981 -212	-3%	-$55.1K	0.91%	32
2017 Q3	$1.56M	Sell	6,193 -170	-3%	-$41.9K	0.97%	31
2017 Q2	$1.54M	Sell	6,363 -1,417	-18%	-$340K	0.98%	30
2017 Q1	$1.83M	Sell	7,780 -605	-7%	-$141K	1.16%	27
2016 Q4	$1.91M	Buy	+8,385	New	+$1.83M	1.22%	26
2016 Q2	$2.53M	Buy	11,858 +2,125	+22%	+$441K	1.65%	14
2016 Q1	$2.03M	Sell	9,733 -4,015	-29%	-$783K	1.28%	22
2015 Q4	$2.61M	Sell	13,748 -425	-3%	-$87.3K	1.88%	13
2015 Q3	$2.72M	Sell	14,173 -475	-3%	-$96.3K	2.17%	13
2015 Q2	$3.02M	Sell	14,648 -1,409	-9%	-$296K	2.2%	15
2015 Q1	$3.31M	Buy	16,057 +400	+3%	+$82.5K	2.42%	13
2014 Q4	$3.22M	Buy	15,657 +350	+2%	+$70.4K	2.3%	12
2014 Q3	$3.02M	Sell	15,307 -150	-1%	-$29.7K	2.27%	11
2014 Q2	$3.03M	Buy	15,457 +230	+2%	+$43.7K	2.27%	12
2014 Q1	$2.85M	Sell	15,227 -2,062	-12%	-$378K	2.2%	14
2013 Q4	$3.19M	Buy	17,289 +290	+2%	+$51.3K	2.46%	11
2013 Q3	$2.86M	Buy	16,999 +605	+4%	+$101K	2.41%	12
2013 Q2	$2.63M	Buy	+16,394	New	+$2.64M	2.33%	12

Other funds holding SPY

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Laurie J. Hall Trustee's SPY Position: Q2 2026 in Review

Laurie J. Hall Trustee increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.4% in Q2 2026, buying an estimated $30.4K and bringing the position to 2,977 shares worth $2.22M. The position accounts for 0.69% of the portfolio, ranked #41.

Laurie J. Hall Trustee first reported a position in SPY in Q2 2013 and has held it in 50 quarters since. The position peaked at $3.31M in Q1 2015. 906 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Laurie J. Hall Trustee held 2,977 shares of State Street SPDR S&P 500 ETF Trust worth $2.22M as of Q2 2026.
Laurie J. Hall Trustee bought 42 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $30.4K.
State Street SPDR S&P 500 ETF Trust made up 0.69% of Laurie J. Hall Trustee's portfolio in Q2 2026, its #41 holding.
Laurie J. Hall Trustee first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 50 quarters since.
Laurie J. Hall Trustee's State Street SPDR S&P 500 ETF Trust position peaked at $3.31M in Q1 2015.
906 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Laurie J. Hall Trustee's 13F filing for Q2 2026, filed 9 Jul 2026.