WestHill Financial Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

WestHill Financial Advisors’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	$694K	Buy	929 +155	+20%	+$112K	0.12%	41
2026 Q1	$504K	Hold	774	–	–	0.1%	44
2025 Q4	$528K	Hold	774	–	–	0.1%	46
2025 Q3	$516K	Buy	774 +8	+1%	+$5.13K	0.1%	42
2025 Q2	$473K	Sell	766 -2	-0.3%	-$1.14K	0.1%	43
2025 Q1	$430K	Sell	768 -34	-4%	-$20K	0.1%	45
2024 Q4	$470K	Sell	802 -3	-0.4%	-$1.77K	0.11%	44
2024 Q3	$462K	Hold	805	–	–	0.1%	46
2024 Q2	$438K	Hold	805	–	–	0.11%	45
2024 Q1	$421K	Hold	805	–	–	0.1%	45
2023 Q4	$383K	Sell	805 -216	-21%	-$96.2K	0.1%	45
2023 Q3	$437K	Buy	1,021 +407	+66%	+$181K	0.13%	40
2023 Q2	$272K	Sell	614 -5	-0.8%	-$2.1K	0.08%	48
2023 Q1	$254K	Sell	619 -48	-7%	-$19.2K	0.08%	49
2022 Q4	$255K	Hold	667	–	–	0.08%	51
2022 Q3	$238K	Buy	+667	New	+$265K	0.08%	48
2022 Q2	–	Sell	-501	Closed	-$226K	–	120
2022 Q1	$226K	Buy	501 +11	+2%	+$4.9K	0.07%	65
2021 Q4	$233K	Buy	+490	New	+$225K	0.07%	68

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

WestHill Financial Advisors's SPY Position: Q2 2026 in Review

WestHill Financial Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 20% in Q2 2026, buying an estimated $112K and bringing the position to 929 shares worth $694K. The position accounts for 0.12% of the portfolio, ranked #41.

WestHill Financial Advisors first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. 4,641 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

WestHill Financial Advisors held 929 shares of State Street SPDR S&P 500 ETF Trust worth $694K as of Q2 2026.
WestHill Financial Advisors bought 155 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $112K.
State Street SPDR S&P 500 ETF Trust made up 0.12% of WestHill Financial Advisors's portfolio in Q2 2026, its #41 holding.
WestHill Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 18 quarters since.
4,641 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.