Stonehearth Capital Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Stonehearth Capital Management’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	$936K	Sell	1,253 -6	-0.5%	-$4.35K	0.32%	37
2026 Q1	$819K	Hold	1,259	–	–	0.32%	37
2025 Q4	$859K	Hold	1,259	–	–	0.32%	36
2025 Q3	$839K	Hold	1,259	–	–	0.32%	37
2025 Q2	$778K	Sell	1,259 -28	-2%	-$16K	0.32%	37
2025 Q1	$720K	Buy	1,287 +28	+2%	+$16.5K	0.3%	37
2024 Q4	$738K	Hold	1,259	–	–	0.3%	35
2024 Q3	$722K	Buy	1,259 +354	+39%	+$196K	0.29%	34
2024 Q2	$493K	Hold	905	–	–	0.21%	37
2024 Q1	$473K	Hold	905	–	–	0.21%	38
2023 Q4	$430K	Hold	905	–	–	0.21%	39
2023 Q3	$387K	Hold	905	–	–	0.21%	38
2023 Q2	$401K	Hold	905	–	–	0.21%	39
2023 Q1	$370K	Hold	905	–	–	0.2%	42
2022 Q4	$346K	Hold	905	–	–	0.19%	45
2022 Q3	$323K	Hold	905	–	–	0.2%	43
2022 Q2	$352K	Hold	905	–	–	0.2%	47
2022 Q1	$409K	Hold	905	–	–	0.21%	41
2021 Q4	$430K	Hold	905	–	–	0.22%	40
2021 Q3	$388K	Hold	905	–	–	0.2%	43
2021 Q2	$387K	Sell	905 -714	-44%	-$298K	0.19%	44
2021 Q1	$642K	Buy	1,619 +714	+79%	+$275K	0.35%	34
2020 Q4	$338K	Buy	+905	New	+$321K	0.19%	44

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

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

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 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

Stonehearth Capital Management's SPY Position: Q2 2026 in Review

Stonehearth Capital Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.48% in Q2 2026, selling an estimated $4.35K and leaving 1,253 shares worth $936K. The position accounts for 0.32% of the portfolio, ranked #37.

Stonehearth Capital Management first reported a position in SPY in Q4 2020 and has held it in 23 quarters since. 1,556 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Stonehearth Capital Management held 1,253 shares of State Street SPDR S&P 500 ETF Trust worth $936K as of Q2 2026.
Stonehearth Capital Management 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 0.32% of Stonehearth Capital Management's portfolio in Q2 2026, its #37 holding.
Stonehearth Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 23 quarters since.
1,556 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Stonehearth Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.