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 Q2	$49.5M	Buy	66,258 +2,559	+4%	+$1.86M	30.92%	2
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 $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wallace Hart's SPY Position: Q2 2026 in Review

Wallace Hart increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4% in Q2 2026, buying an estimated $1.86M and bringing the position to 66,258 shares worth $49.5M. The position accounts for 30.92% of the portfolio, ranked #2.

Wallace Hart first reported a position in SPY in Q1 2024 and has held it in 10 quarters since. The position peaked at $59.9M in Q3 2024. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Wallace Hart held 66,258 shares of State Street SPDR S&P 500 ETF Trust worth $49.5M as of Q2 2026.
Wallace Hart bought 2,559 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.86M.
State Street SPDR S&P 500 ETF Trust made up 30.92% of Wallace Hart's portfolio in Q2 2026, its #2 holding.
Wallace Hart first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 10 quarters since.
Wallace Hart's State Street SPDR S&P 500 ETF Trust position peaked at $59.9M in Q3 2024.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Wallace Hart's 13F filing for Q2 2026, filed 13 Aug 2026.