D.B. Root & Company’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-500
Closed -$141K 209
2019
Q1
$141K Buy
+500
New +$136K 0.06% 203

Other funds holding SPY

D.B. Root & Company's SPY Position: Q1 2026 in Review

D.B. Root & Company increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 16% in Q1 2026, buying an estimated $301K and bringing the position to 3,293 shares worth $2.14M. The position accounts for 0.51% of the portfolio, ranked #35.

D.B. Root & Company first reported a position in SPY in Q4 2017 and has held it in 29 quarters since. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • D.B. Root & Company held 3,293 shares of State Street SPDR S&P 500 ETF Trust worth $2.14M as of Q1 2026.
  • D.B. Root & Company bought 442 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $301K.
  • State Street SPDR S&P 500 ETF Trust made up 0.51% of D.B. Root & Company's portfolio in Q1 2026, its #35 holding.
  • D.B. Root & Company first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 29 quarters since.
  • 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.