Frank Rimerman Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Frank Rimerman 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 Q1	$47.7M	Sell	73,280 -1,652	-2%	-$1.12M	3.13%	6
2025 Q4	$51.1M	Buy	74,932 +419	+0.6%	+$283K	3.24%	7
2025 Q3	$49.6M	Buy	74,513 +335	+0.5%	+$215K	3.18%	8
2025 Q2	$45.8M	Sell	74,178 -916	-1%	-$524K	3.08%	8
2025 Q1	$42M	Sell	75,094 -3,732	-5%	-$2.19M	3.33%	8
2024 Q4	$46.2M	Buy	78,826 +451	+0.6%	+$266K	3.35%	8
2024 Q3	$45M	Sell	78,375 -88	-0.1%	-$48.7K	3.19%	7
2024 Q2	$42.7M	Sell	78,463 -1,922	-2%	-$1.01M	3.02%	8
2024 Q1	$42M	Buy	80,385 +1,445	+2%	+$719K	8.09%	4
2023 Q4	$37.5M	Buy	78,940 +1,926	+3%	+$858K	7.83%	4
2023 Q3	$32.9M	Buy	77,014 +3,901	+5%	+$1.74M	7.96%	4
2023 Q2	$32.4M	Buy	73,113 +3,272	+5%	+$1.37M	7.74%	4
2023 Q1	$28.6M	Buy	69,841 +7,527	+12%	+$3M	7.9%	4
2022 Q4	$23.8M	Sell	62,314 -1,849	-3%	-$711K	7.42%	4
2022 Q3	$22.9M	Buy	64,163 +297	+0.5%	+$118K	8.27%	4
2022 Q2	$24.1M	Sell	63,866 -8,587	-12%	-$3.52M	9.2%	3
2022 Q1	$32.7M	Buy	72,453 +1,646	+2%	+$733K	10.48%	2
2021 Q4	$33.6M	Buy	70,807 +225	+0.3%	+$103K	11.28%	2
2021 Q3	$30.3M	Sell	70,582 -3,177	-4%	-$1.4M	11.7%	2
2021 Q2	$31.6M	Buy	73,759 +1,834	+3%	+$766K	12.34%	2
2021 Q1	$28.5M	Buy	71,925 +1,146	+2%	+$442K	12.61%	2
2020 Q4	$26.5M	Buy	+70,779	New	+$25.1M	11.99%	2

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Frank Rimerman Advisors's SPY Position: Q1 2026 in Review

Frank Rimerman Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.2% in Q1 2026, selling an estimated $1.12M and leaving 73,280 shares worth $47.7M. The position accounts for 3.13% of the portfolio, ranked #6.

Frank Rimerman Advisors first reported a position in SPY in Q4 2020 and has held it in 22 quarters since. The position peaked at $51.1M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Frank Rimerman Advisors held 73,280 shares of State Street SPDR S&P 500 ETF Trust worth $47.7M as of Q1 2026.
Frank Rimerman Advisors sold 1,652 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.12M.
State Street SPDR S&P 500 ETF Trust made up 3.13% of Frank Rimerman Advisors's portfolio in Q1 2026, its #6 holding.
Frank Rimerman Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 22 quarters since.
Frank Rimerman Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $51.1M in Q4 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.