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McHugh Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

McHugh Group’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 		$27.3M Buy
36,527
+37
+0.1% +$26.8K 13.94% 1
2026
Q1 		$23.7M Buy
36,490
+697
+2% +$474K 14.05% 1
2025
Q4 		$24.4M Buy
35,793
+4,677
+15% +$3.16M 13.89% 1
2025
Q3 		$20.7M Buy
31,116
+777
+3% +$498K 12.4% 2
2025
Q2 		$18.7M Sell
30,339
-60
-0.2% -$34.3K 12.53% 2
2025
Q1 		$17M Buy
30,399
+3,699
+14% +$2.17M 12.86% 1
2024
Q4 		$15.6M Buy
+26,700
New +$15.7M 11.68% 2

Other funds holding SPY

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
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
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

McHugh Group's SPY Position: Q2 2026 in Review

McHugh Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.1% in Q2 2026, buying an estimated $26.8K and bringing the position to 36,527 shares worth $27.3M. The position accounts for 13.94% of the portfolio, ranked #1.

McHugh Group first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • McHugh Group held 36,527 shares of State Street SPDR S&P 500 ETF Trust worth $27.3M as of Q2 2026.
  • McHugh Group bought 37 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $26.8K.
  • State Street SPDR S&P 500 ETF Trust made up 13.94% of McHugh Group's portfolio in Q2 2026, its #1 holding.
  • McHugh Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
  • 1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on McHugh Group's 13F filing for Q2 2026, filed 16 Jul 2026.