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 Q3	$57.5M	Buy	75,432 +2,812	+4%	+$2.14M	3.18%	6
2026 Q2	$54.2M	Sell	72,620 -660	-0.9%	-$479K	3.07%	5
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Frank Rimerman Advisors's SPY Position: Q3 2026 in Review

Frank Rimerman Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.9% in Q3 2026, buying an estimated $2.14M and bringing the position to 75,432 shares worth $57.5M. The position accounts for 3.18% of the portfolio, ranked #6.

Frank Rimerman Advisors first reported a position in SPY in Q4 2020 and has held it in 24 quarters since. 2,984 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Frank Rimerman Advisors held 75,432 shares of State Street SPDR S&P 500 ETF Trust worth $57.5M as of Q3 2026.
Frank Rimerman Advisors bought 2,812 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $2.14M.
State Street SPDR S&P 500 ETF Trust made up 3.18% of Frank Rimerman Advisors's portfolio in Q3 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 24 quarters since.
2,984 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.