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 Q3	$28.1M	Buy	36,872 +345	+0.9%	+$262K	13.78%	1
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

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

McHugh Group's SPY Position: Q3 2026 in Review

McHugh Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.94% in Q3 2026, buying an estimated $262K and bringing the position to 36,872 shares worth $28.1M. The position accounts for 13.78% of the portfolio, ranked #1.

McHugh Group first reported a position in SPY in Q4 2024 and has held it in 8 quarters since. 2,238 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

McHugh Group held 36,872 shares of State Street SPDR S&P 500 ETF Trust worth $28.1M as of Q3 2026.
McHugh Group bought 345 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $262K.
State Street SPDR S&P 500 ETF Trust made up 13.78% of McHugh Group's portfolio in Q3 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 8 quarters since.
2,238 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on McHugh Group's 13F filing for Q3 2026, filed 19 Oct 2026.