Team Hewins’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Team Hewins’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	$3.13M	Buy	4,180 +11	+0.3%	+$7.97K	0.86%	10
2026 Q1	$2.72M	Sell	4,169 -16	-0.4%	-$10.9K	0.81%	10
2025 Q4	$2.86M	Buy	4,185 +7	+0.2%	+$4.73K	0.92%	9
2025 Q3	$2.79M	Sell	4,178 -11	-0.3%	-$7.05K	0.94%	9
2025 Q2	$2.6M	Hold	4,189	–	–	0.94%	9
2025 Q1	$2.35M	Sell	4,189 -21	-0.5%	-$12.3K	0.91%	8
2024 Q4	$2.48M	Buy	4,210 +68	+2%	+$40.1K	0.97%	8
2024 Q3	$2.38M	Buy	4,142 +188	+5%	+$104K	0.91%	8
2024 Q2	$2.16M	Sell	3,954 -37	-0.9%	-$19.4K	0.9%	8
2024 Q1	$2.09M	Buy	3,991 +60	+2%	+$29.9K	0.84%	8
2023 Q4	$1.88M	Sell	3,931 -175,597	-98%	-$78.2M	0.81%	8
2023 Q3	$77M	Buy	179,528 +175,409	+4,259%	+$78M	17.7%	1
2023 Q2	$1.83M	Sell	4,119 -44	-1%	-$18.5K	0.87%	8
2023 Q1	$1.71M	Sell	4,163 -306	-7%	-$122K	0.91%	7
2022 Q4	$1.72M	Buy	+4,469	New	+$1.72M	0.93%	7

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAI

Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

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

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

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Team Hewins's SPY Position: Q2 2026 in Review

Team Hewins increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.26% in Q2 2026, buying an estimated $7.97K and bringing the position to 4,180 shares worth $3.13M. The position accounts for 0.86% of the portfolio, ranked #10.

Team Hewins first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. The position peaked at $77M in Q3 2023. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Team Hewins held 4,180 shares of State Street SPDR S&P 500 ETF Trust worth $3.13M as of Q2 2026.
Team Hewins bought 11 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $7.97K.
State Street SPDR S&P 500 ETF Trust made up 0.86% of Team Hewins's portfolio in Q2 2026, its #10 holding.
Team Hewins first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
Team Hewins's State Street SPDR S&P 500 ETF Trust position peaked at $77M in Q3 2023.
2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Team Hewins's 13F filing for Q2 2026, filed 29 Jul 2026.