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

YHB Investment 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	$21.8M	Sell	29,237 -225	-0.8%	-$163K	1.4%	17
2026 Q1	$19.2M	Sell	29,462 -283	-1%	-$192K	1.37%	14
2025 Q4	$20.3M	Buy	29,745 +1,299	+5%	+$878K	1.4%	13
2025 Q3	$19M	Sell	28,446 -687	-2%	-$440K	1.39%	13
2025 Q2	$18M	Buy	29,133 +201	+0.7%	+$115K	1.39%	15
2025 Q1	$16.2M	Sell	28,932 -1,433	-5%	-$842K	1.35%	16
2024 Q4	$17.8M	Buy	30,365 +1,066	+4%	+$628K	1.46%	14
2024 Q3	$16.8M	Sell	29,299 -288	-1%	-$159K	1.39%	17
2024 Q2	$16.1M	Buy	29,587 +87	+0.3%	+$45.5K	1.39%	16
2024 Q1	$15.4M	Sell	29,500 -419	-1%	-$209K	1.37%	16
2023 Q4	$14.2M	Sell	29,919 -257	-0.9%	-$114K	1.38%	16
2023 Q3	$12.9M	Buy	30,176 +121	+0.4%	+$53.8K	1.19%	19
2023 Q2	$13.3M	Sell	30,055 -721	-2%	-$303K	1.24%	17
2023 Q1	$12.6M	Sell	30,776 -19,092	-38%	-$7.62M	1.26%	17
2022 Q4	$19.1M	Buy	49,868 +26,822	+116%	+$10.3M	2.03%	9
2022 Q3	$8.23M	Buy	23,046 +158	+0.7%	+$62.7K	0.92%	27
2022 Q2	$8.63M	Sell	22,888 -98	-0.4%	-$40.1K	0.91%	28
2022 Q1	$10.4M	Sell	22,986 -701	-3%	-$312K	0.92%	28
2021 Q4	$11.3M	Sell	23,687 -2,342	-9%	-$1.08M	0.89%	28
2021 Q3	$11.2M	Buy	26,029 +203	+0.8%	+$89.5K	0.96%	25
2021 Q2	$11.1M	Sell	25,826 -305	-1%	-$127K	0.94%	29
2021 Q1	$10.9M	Buy	26,131 +138	+0.5%	+$53.2K	0.94%	29
2020 Q4	$9.72M	Buy	25,993 +921	+4%	+$327K	0.92%	29
2020 Q3	$8.4M	Buy	+25,072	New	+$8.31M	0.91%	31

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

YHB Investment Advisors's SPY Position: Q2 2026 in Review

YHB Investment Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.76% in Q2 2026, selling an estimated $163K and leaving 29,237 shares worth $21.8M. The position accounts for 1.4% of the portfolio, ranked #17.

YHB Investment Advisors first reported a position in SPY in Q3 2020 and has held it in 24 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

YHB Investment Advisors held 29,237 shares of State Street SPDR S&P 500 ETF Trust worth $21.8M as of Q2 2026.
YHB Investment Advisors sold 225 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $163K.
State Street SPDR S&P 500 ETF Trust made up 1.4% of YHB Investment Advisors's portfolio in Q2 2026, its #17 holding.
YHB Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2020 and has held it in 24 quarters since.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.