B. Riley Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

B. Riley Wealth 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	$25M	Buy	33,701 +9	+0%	+$6.53K	1.34%	9
2026 Q1	$21.3M	Sell	33,692 -7,130	-17%	-$4.85M	1.35%	9
2025 Q4	$27.8M	Buy	40,822 +1,854	+5%	+$1.25M	1.28%	11
2025 Q3	$26M	Sell	38,968 -1,365	-3%	-$875K	1.2%	12
2025 Q2	$24.9M	Buy	+40,333	New	+$23.1M	1.17%	11
2024 Q4	$37M	Sell	62,893 -23,043	-27%	-$13.6M	1.21%	8
2024 Q3	$49.2M	Buy	85,936 +2,131	+3%	+$1.18M	1.37%	8
2024 Q2	$45.8M	Buy	83,805 +1,136	+1%	+$595K	1.16%	8
2024 Q1	$35.5M	Buy	82,669 +3,282	+4%	+$1.63M	0.96%	9
2023 Q4	$37.9M	Sell	79,387 -3,282	-4%	-$1.46M	1.02%	9
2023 Q3	$35.5M	Sell	82,669 -344	-0.4%	-$153K	0.96%	9
2023 Q2	$36.9M	Buy	83,013 +752	+0.9%	+$316K	0.83%	13
2023 Q1	$33.8M	Buy	82,261 +1,039	+1%	+$415K	0.9%	12
2022 Q4	$31.2M	Sell	81,222 -3,219	-4%	-$1.24M	0.87%	10
2022 Q3	$30.2M	Buy	84,441 +32,158	+62%	+$12.8M	0.91%	10
2022 Q2	$19.7M	Sell	52,283 -3,239	-6%	-$1.33M	0.83%	17
2022 Q1	$25.1M	Buy	55,522 +5,720	+11%	+$2.55M	0.82%	15
2021 Q4	$23.7M	Buy	49,802 +863	+2%	+$396K	0.68%	19
2021 Q3	$21M	Buy	48,939 +2,739	+6%	+$1.21M	0.67%	17
2021 Q2	$19.6M	Buy	46,200 +31	+0.1%	+$12.9K	0.64%	21
2021 Q1	$18.1M	Buy	46,169 +8,545	+23%	+$3.3M	0.64%	21
2020 Q4	$14.1M	Sell	37,624 -2,859	-7%	-$1.01M	0.75%	19
2020 Q3	$13.1M	Buy	40,483 +2,883	+8%	+$955K	0.7%	27
2020 Q2	$11.4M	Sell	37,600 -22,049	-37%	-$6.45M	0.76%	19
2020 Q1	$15.4M	Buy	59,649 +37,510	+169%	+$11.4M	1.31%	10
2019 Q4	$7.12M	Buy	22,139 +407	+2%	+$125K	0.61%	32
2019 Q3	$6.45M	Sell	21,732 -1,386	-6%	-$410K	0.64%	27
2019 Q2	$6.77M	Sell	23,118 -432	-2%	-$124K	0.74%	22
2019 Q1	$6.64M	Buy	23,550 +2,161	+10%	+$587K	0.83%	17
2018 Q4	$5.34M	Buy	21,389 +3,869	+22%	+$1.04M	0.76%	23
2018 Q3	$5.09M	Buy	17,520 +247	+1%	+$70.3K	0.61%	32
2018 Q2	$4.69M	Buy	17,273 +1,483	+9%	+$400K	0.62%	31
2018 Q1	$4.16M	Sell	15,790 -1,776	-10%	-$485K	0.58%	31
2017 Q4	$4.69M	Sell	17,566 -6,189	-26%	-$1.61M	0.63%	30
2017 Q3	$5.97M	Buy	23,755 +8,767	+58%	+$2.16M	0.99%	17
2017 Q2	$3.63M	Sell	14,988 -1,089	-7%	-$261K	0.66%	30
2017 Q1	$3.79M	Sell	16,077 -401	-2%	-$93.2K	0.76%	29
2016 Q4	$3.68M	Sell	16,478 -2,387	-13%	-$521K	0.75%	30
2016 Q3	$3.8M	Buy	18,865 +4,510	+31%	+$975K	0.75%	19
2016 Q2	$2.65M	Sell	14,355 -6,860	-32%	-$1.42M	0.53%	37
2016 Q1	$3.99M	Buy	21,215 +2,144	+11%	+$418K	0.92%	16
2015 Q4	$3.89M	Buy	19,071 +5,795	+44%	+$1.19M	0.79%	21
2015 Q3	$2.55M	Buy	13,276 +1,842	+16%	+$374K	0.61%	29
2015 Q2	$2.36M	Sell	11,434 -2,348	-17%	-$494K	0.59%	32
2015 Q1	$2.85M	Sell	13,782 -1,602	-10%	-$331K	0.69%	21
2014 Q4	$14.4K	Sell	15,384 -13,586	-47%	-$2.73M	0.31%	51
2014 Q3	$1.92M	Buy	28,970 +4,399	+18%	+$870K	0.5%	34
2014 Q2	$2.45M	Sell	24,571 -41,774	-63%	-$7.94M	0.58%	23
2014 Q1	$3.08M	Buy	66,345 +41,628	+168%	+$7.64M	0.93%	10
2013 Q4	$4.57M	Sell	24,717 -8,521	-26%	-$1.51M	1.46%	6
2013 Q3	$5.58M	Buy	33,238 +27,770	+508%	+$4.65M	1.91%	4
2013 Q2	$877K	Buy	+5,468	New	+$881K	0.3%	71

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

B. Riley Wealth Advisors's SPY Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.03% in Q2 2026, buying an estimated $6.53K and bringing the position to 33,701 shares worth $25M. The position accounts for 1.34% of the portfolio, ranked #9.

B. Riley Wealth Advisors first reported a position in SPY in Q2 2013 and has held it in 52 quarters since. The position peaked at $49.2M in Q3 2024. 1,740 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

B. Riley Wealth Advisors held 33,701 shares of State Street SPDR S&P 500 ETF Trust worth $25M as of Q2 2026.
B. Riley Wealth Advisors bought 9 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $6.53K.
State Street SPDR S&P 500 ETF Trust made up 1.34% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #9 holding.
B. Riley Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 52 quarters since.
B. Riley Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $49.2M in Q3 2024.
1,740 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.