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

Rothwell Investment Advisors, LLC’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
Q3 		$86.9K Buy
+114
New +$86.6K 0.05% 303

Other funds holding SPY

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Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Rothwell Investment Advisors, LLC's SPY Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2026: 114 shares worth $86.9K. The stake represents 0.05% of the portfolio and ranks #303 among its holdings.

2,984 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Rothwell Investment Advisors, LLC held 114 shares of State Street SPDR S&P 500 ETF Trust worth $86.9K as of Q3 2026.
  • State Street SPDR S&P 500 ETF Trust was a new Rothwell Investment Advisors, LLC position in Q3 2026.
  • State Street SPDR S&P 500 ETF Trust made up 0.05% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #303 holding.
  • 2,984 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.