Rose Capital Advisors LLC’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Rose Capital 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 Q2	$605K	Buy	+810	New	+$587K	0.3%	57

Other funds holding SPY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rose Capital Advisors LLC's SPY Position: Q2 2026 in Review

Rose Capital Advisors LLC opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 810 shares worth $605K. The stake represents 0.3% of the portfolio and ranks #57 among its holdings.

3,218 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Rose Capital Advisors LLC held 810 shares of State Street SPDR S&P 500 ETF Trust worth $605K as of Q2 2026.
State Street SPDR S&P 500 ETF Trust was a new Rose Capital Advisors LLC position in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.3% of Rose Capital Advisors LLC's portfolio in Q2 2026, its #57 holding.
3,218 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Rose Capital Advisors LLC's 13F filing for Q2 2026, filed 7 Aug 2026.