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
2025 Q2	–	Sell	-200	Closed	-$112K	–	1339
2025 Q1	$112K	Buy	+200	New	+$118K	﹤0.01%	1214

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

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 53 quarters since. The position peaked at $49.2M in Q3 2024. 4,641 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 53 quarters since.
B. Riley Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $49.2M in Q3 2024.
4,641 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.