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Relyea Zuckerberg Hanson’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Relyea Zuckerberg Hanson’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 		$26.9M Buy
36,007
+6,258
+21% +$4.54M 2.24% 9
2026
Q1 		$19.3M Sell
29,749
-40
-0.1% -$27.2K 1.95% 11
2025
Q4 		$20.3M Buy
29,789
+144
+0.5% +$97.3K 2.05% 11
2025
Q3 		$19.7M Buy
29,645
+318
+1% +$204K 2.08% 11
2025
Q2 		$18.1M Buy
29,327
+2,336
+9% +$1.34M 2.12% 10
2025
Q1 		$15.1M Buy
26,991
+56
+0.2% +$32.9K 2.03% 9
2024
Q4 		$15.8M Buy
26,935
+49
+0.2% +$28.9K 2.12% 9
2024
Q3 		$15.4M Buy
26,886
+509
+2% +$281K 2.35% 7
2024
Q2 		$14.4M Buy
26,377
+4,439
+20% +$2.32M 2.41% 8
2024
Q1 		$11.5M Buy
21,938
+44
+0.2% +$21.9K 2.01% 8
2023
Q4 		$10.4M Buy
21,894
+561
+3% +$250K 2.03% 8
2023
Q3 		$9.12M Buy
21,333
+643
+3% +$286K 2.08% 8
2023
Q2 		$9.17M Sell
20,690
-848
-4% -$356K 2.06% 10
2023
Q1 		$8.82M Sell
21,538
-25
-0.1% -$9.97K 2.15% 7
2022
Q4 		$8.25M Buy
21,563
+5,983
+38% +$2.3M 2.35% 7
2022
Q3 		$5.57M Buy
15,580
+3
+0% +$1.19K 2.01% 9
2022
Q2 		$5.88M Buy
15,577
+15
+0.1% +$6.14K 2.19% 10
2022
Q1 		$6.9M Buy
15,562
+742
+5% +$330K 2.26% 11
2021
Q4 		$6.49M Buy
14,820
+2,361
+19% +$1.08M 2.35% 9
2021
Q3 		$5.35M Buy
12,459
+1,458
+13% +$643K 2.08% 13
2021
Q2 		$4.71M Buy
11,001
+11
+0.1% +$4.59K 1.94% 14
2021
Q1 		$4.59M Buy
10,990
+777
+8% +$300K 2.03% 13
2020
Q4 		$3.82M Buy
10,213
+14
+0.1% +$4.97K 2.05% 11
2020
Q3 		$3.54M Buy
10,199
+11
+0.1% +$3.65K 2.28% 10
2020
Q2 		$3.14M Buy
10,188
+14
+0.1% +$4.1K 2.5% 10
2020
Q1 		$2.62M Buy
10,174
+2,780
+38% +$848K 2.87% 9
2019
Q4 		$2.38M Buy
+7,394
New +$2.28M 2.28% 13

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Relyea Zuckerberg Hanson's SPY Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 21% in Q2 2026, buying an estimated $4.54M and bringing the position to 36,007 shares worth $26.9M. The position accounts for 2.24% of the portfolio, ranked #9.

Relyea Zuckerberg Hanson first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Relyea Zuckerberg Hanson held 36,007 shares of State Street SPDR S&P 500 ETF Trust worth $26.9M as of Q2 2026.
  • Relyea Zuckerberg Hanson bought 6,258 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $4.54M.
  • State Street SPDR S&P 500 ETF Trust made up 2.24% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #9 holding.
  • Relyea Zuckerberg Hanson first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 27 quarters since.
  • 4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.