Murphy Middleton Hinkle & Parker’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Murphy Middleton Hinkle & Parker’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	$7.09M	Sell	9,495 -6	-0.1%	-$4.35K	2.88%	7
2026 Q1	$6.18M	Buy	9,501 +7,477	+369%	+$5.08M	2.86%	8
2025 Q4	$429K	Sell	2,024 -7,455	-79%	-$5.04M	0.21%	100
2025 Q3	$6.31M	Buy	9,479 +146	+2%	+$93.6K	3.09%	5
2025 Q2	$5.22M	Hold	9,333	–	–	2.92%	6
2025 Q1	$5.22M	Buy	9,333 +6	+0.1%	+$3.53K	2.92%	6
2024 Q4	$5.47M	Buy	9,327 +6	+0.1%	+$3.54K	3.09%	5
2024 Q3	$5.35M	Buy	9,321 +6	+0.1%	+$3.32K	2.88%	6
2024 Q2	$5.07M	Sell	9,315 -6	-0.1%	-$3.14K	2.95%	6
2024 Q1	$4.88M	Buy	9,321 +8	+0.1%	+$3.98K	2.84%	6
2023 Q4	$4.43M	Sell	9,313 -138	-1%	-$61.5K	2.73%	6
2023 Q3	$4.04M	Buy	9,451 +7	+0.1%	+$3.11K	2.6%	7
2023 Q2	$4.19M	Buy	9,444 +6	+0.1%	+$2.52K	2.62%	6
2023 Q1	$3.86M	Buy	9,438 +9	+0.1%	+$3.59K	2.4%	7
2022 Q4	$3.61M	Buy	9,429 +7	+0.1%	+$2.69K	2.26%	7
2022 Q3	$3.37M	Buy	9,422 +8	+0.1%	+$3.18K	2.34%	8
2022 Q2	$3.55M	Buy	9,414 +48	+0.5%	+$19.7K	2.3%	8
2022 Q1	$4.23M	Buy	9,366 +911	+11%	+$406K	2.27%	9
2021 Q4	$4.02M	Sell	8,455 -61	-0.7%	-$28K	2.14%	9
2021 Q3	$3.65M	Buy	8,516 +6	+0.1%	+$2.65K	2.12%	9
2021 Q2	$3.64M	Buy	8,510 +66	+0.8%	+$27.5K	2.03%	10
2021 Q1	$3.35M	Buy	8,444 +17	+0.2%	+$6.56K	1.95%	10
2020 Q4	$3.15M	Sell	8,427 -27	-0.3%	-$9.58K	2.1%	8
2020 Q3	$2.83M	Buy	8,454 +7	+0.1%	+$2.32K	2.07%	9
2020 Q2	$2.6M	Buy	8,447 +141	+2%	+$41.3K	1.92%	12
2020 Q1	$2.14M	Buy	8,306 +35	+0.4%	+$10.7K	1.89%	13
2019 Q4	$2.66M	Buy	8,271 +37	+0.4%	+$11.4K	1.77%	15
2019 Q3	$2.44M	Sell	8,234 -71	-0.9%	-$21K	1.73%	16
2019 Q2	$2.43M	Sell	8,305 -148	-2%	-$42.6K	1.73%	13
2019 Q1	$2.39M	Buy	8,453 +44	+0.5%	+$12K	1.64%	17
2018 Q4	$2.1M	Buy	8,409 +8	+0.1%	+$2.16K	1.6%	19
2018 Q3	$2.44M	Sell	8,401 -9	-0.1%	-$2.56K	1.73%	13
2018 Q2	$2.28M	Sell	8,410 -35	-0.4%	-$9.45K	1.7%	16
2018 Q1	$2.22M	Sell	8,445 -313	-4%	-$85.4K	1.73%	16
2017 Q4	$2.34M	Buy	+8,758	New	+$2.28M	1.74%	18

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

Murphy Middleton Hinkle & Parker's SPY Position: Q2 2026 in Review

Murphy Middleton Hinkle & Parker reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.06% in Q2 2026, selling an estimated $4.35K and leaving 9,495 shares worth $7.09M. The position accounts for 2.88% of the portfolio, ranked #7.

Murphy Middleton Hinkle & Parker first reported a position in SPY in Q4 2017 and has held it in 35 quarters since. 977 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Murphy Middleton Hinkle & Parker held 9,495 shares of State Street SPDR S&P 500 ETF Trust worth $7.09M as of Q2 2026.
Murphy Middleton Hinkle & Parker sold 6 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $4.35K.
State Street SPDR S&P 500 ETF Trust made up 2.88% of Murphy Middleton Hinkle & Parker's portfolio in Q2 2026, its #7 holding.
Murphy Middleton Hinkle & Parker first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 35 quarters since.
977 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Murphy Middleton Hinkle & Parker's 13F filing for Q2 2026, filed 14 Jul 2026.