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Sherrill & Hutchins Financial Advisory’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Sherrill & Hutchins Financial Advisory’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 		$461K Buy
+617
New +$447K 0.22% 14

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sherrill & Hutchins Financial Advisory's SPY Position: Q2 2026 in Review

Sherrill & Hutchins Financial Advisory opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 617 shares worth $461K. The stake represents 0.22% of the portfolio and ranks #14 among its holdings.

2,268 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Sherrill & Hutchins Financial Advisory held 617 shares of State Street SPDR S&P 500 ETF Trust worth $461K as of Q2 2026.
  • State Street SPDR S&P 500 ETF Trust was a new Sherrill & Hutchins Financial Advisory position in Q2 2026.
  • State Street SPDR S&P 500 ETF Trust made up 0.22% of Sherrill & Hutchins Financial Advisory's portfolio in Q2 2026, its #14 holding.
  • 2,268 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Sherrill & Hutchins Financial Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.