Whitcomb & Hess’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Whitcomb & Hess’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	$753K	Sell	1,009 -2	-0.2%	-$1.45K	0.16%	33
2026 Q1	$657K	Buy	1,011 +1	+0.1%	+$680	0.15%	35
2025 Q4	$701K	Sell	1,010 -129	-11%	-$87.2K	0.17%	35
2025 Q3	$759K	Buy	1,139 +266	+30%	+$171K	0.2%	32
2025 Q2	$539K	Hold	873	–	–	0.15%	35
2025 Q1	$488K	Buy	873 +1	+0.1%	+$588	0.15%	35
2024 Q4	$511K	Buy	872 +130	+18%	+$76.6K	0.16%	35
2024 Q3	$426K	Buy	742 +1	+0.1%	+$553	0.13%	37
2024 Q2	$403K	Buy	741 +33	+5%	+$17.3K	0.13%	38
2024 Q1	$370K	Buy	708 +2	+0.3%	+$996	0.12%	39
2023 Q4	$335K	Buy	+706	New	+$314K	0.12%	38

Other funds holding SPY

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Whitcomb & Hess's SPY Position: Q2 2026 in Review

Whitcomb & Hess reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.2% in Q2 2026, selling an estimated $1.45K and leaving 1,009 shares worth $753K. The position accounts for 0.16% of the portfolio, ranked #33.

Whitcomb & Hess first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. The position peaked at $759K in Q3 2025. 2,936 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Whitcomb & Hess held 1,009 shares of State Street SPDR S&P 500 ETF Trust worth $753K as of Q2 2026.
Whitcomb & Hess sold 2 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.45K.
State Street SPDR S&P 500 ETF Trust made up 0.16% of Whitcomb & Hess's portfolio in Q2 2026, its #33 holding.
Whitcomb & Hess first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
Whitcomb & Hess's State Street SPDR S&P 500 ETF Trust position peaked at $759K in Q3 2025.
2,936 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Whitcomb & Hess's 13F filing for Q2 2026, filed 8 Jul 2026.