SEC 13F Intelligence

Dhk Financial Advisors, Inc. / SPY

Dhk Financial Advisors, Inc.’s State Str Spdr S&P 500 Etf T Position

Does Dhk Financial Advisors, Inc. own State Str Spdr S&P 500 Etf T (SPY)? Yes — 10.8K shares worth $7M (+3.84% of its 13F portfolio) as of Q2 2025, down from 18.6K shares the prior filed quarter.

Position Value
$7M
Q2 2025
Shares
10.8K
% of Portfolio
+3.84%
Quarters Held
10
currently held

Position History SPY

Reported value by quarter
Q1 ’22: $18MQ1 ’22Q2 ’22: $15MQ1 ’23: $2MQ1 ’23Q2 ’23: $2MQ1 ’24: $1MQ1 ’24Q2 ’24: $913,230Q3 ’24: $5MQ3 ’24Q4 ’24: $6MQ1 ’25: $10MQ1 ’25Q2 ’25: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202510.8K$7M+3.84%
Q1 202518.6K$10M+5.71%
Q4 20249.7K$6M+3.45%
Q3 20248.9K$5M+3.14%
Q2 20241.7K$913,230+0.64%
Q1 20242.5K$1M+0.92%
Q2 20235.4K$2M+2.05%
Q1 20235.4K$2M+2.76%
Q2 202239.8K$15M+14.42%
Q1 202239.5K$18M+15.11%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Dhk Financial Advisors, Inc.’s full portfolio or all institutional holders of SPY.