Wallace Hart’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Wallace Hart’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 Q1	$41.4M	Sell	63,699 -5,948	-9%	-$4.04M	57.08%	1
2025 Q4	$47.5M	Buy	69,647 +1,001	+1%	+$677K	35%	2
2025 Q3	$45.7M	Buy	68,646 +2,046	+3%	+$1.31M	33.64%	2
2025 Q2	$41.1M	Buy	66,600 +65,917	+9,651%	+$37.7M	32.74%	2
2025 Q1	$382K	Sell	683 -93,523	-99%	-$55M	0.96%	27
2024 Q4	$55.2M	Sell	94,206 -10,176	-10%	-$6M	44.05%	2
2024 Q3	$59.9M	Buy	104,382 +424	+0.4%	+$234K	44.95%	1
2024 Q2	$56.6M	Sell	103,958 -450	-0.4%	-$236K	43.99%	2
2024 Q1	$54.6M	Buy	+104,408	New	+$52M	45.61%	2

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wallace Hart's SPY Position: Q1 2026 in Review

Wallace Hart reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8.5% in Q1 2026, selling an estimated $4.04M and leaving 63,699 shares worth $41.4M. The position accounts for 57.08% of the portfolio, ranked #1.

Wallace Hart first reported a position in SPY in Q1 2024 and has held it in 9 quarters since. The position peaked at $59.9M in Q3 2024. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Wallace Hart held 63,699 shares of State Street SPDR S&P 500 ETF Trust worth $41.4M as of Q1 2026.
Wallace Hart sold 5,948 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $4.04M.
State Street SPDR S&P 500 ETF Trust made up 57.08% of Wallace Hart's portfolio in Q1 2026, its #1 holding.
Wallace Hart first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 9 quarters since.
Wallace Hart's State Street SPDR S&P 500 ETF Trust position peaked at $59.9M in Q3 2024.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Wallace Hart's 13F filing for Q1 2026, filed 8 May 2026.