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Mountain Hill Investment Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Mountain Hill Investment 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 		$142K Hold
190
– – 0.08% 40
2026
Q1 		$123K Hold
190
– – 0.07% 44
2025
Q4 		$129K Sell
190
-9
-5% -$6.08K 0.09% 44
2025
Q3 		$133K Sell
199
-66
-25% -$42.3K 0.12% 44
2025
Q2 		$164K Buy
265
+64
+32% +$36.6K 0.14% 42
2025
Q1 		$112K Buy
201
+24
+14% +$14.1K 0.11% 46
2024
Q4 		$104K Buy
+177
New +$104K 0.11% 46

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

Mountain Hill Investment Partners's SPY Position: Q2 2026 in Review

Mountain Hill Investment Partners held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 190 shares worth $142K. The position accounts for 0.08% of the portfolio, ranked #40.

Mountain Hill Investment Partners first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. The position peaked at $164K in Q2 2025. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Mountain Hill Investment Partners held 190 shares of State Street SPDR S&P 500 ETF Trust worth $142K as of Q2 2026.
  • Mountain Hill Investment Partners left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
  • State Street SPDR S&P 500 ETF Trust made up 0.08% of Mountain Hill Investment Partners's portfolio in Q2 2026, its #40 holding.
  • Mountain Hill Investment Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
  • Mountain Hill Investment Partners's State Street SPDR S&P 500 ETF Trust position peaked at $164K in Q2 2025.
  • 1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Mountain Hill Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.