Leonard Rickey Investment Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Leonard Rickey Investment 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 Q3	–	Sell	-400	Closed	-$297	–	119
2025 Q2	$297	Buy	+400	New	+$229K	﹤0.01%	112
2024 Q4	–	Sell	-1,200	Closed	-$2.54K	–	110
2024 Q3	$2.54K	Hold	1,200	–	–	﹤0.01%	110
2024 Q2	$7.54K	Buy	1,200 +800	+200%	+$419K	﹤0.01%	109
2024 Q1	$1.52K	Hold	400	–	–	﹤0.01%	94
2023 Q4	$4.95K	Buy	+400	New	+$178K	﹤0.01%	85
2021 Q4	–	Sell	-200	Closed	-$4K	–	76
2021 Q3	$4K	Buy	+200	New	+$88.2K	﹤0.01%	71
2021 Q2	–	Sell	-400	Closed	-$5K	–	74
2021 Q1	$5K	Buy	+400	New	+$154K	﹤0.01%	66
2020 Q4	–	Sell	-300	Closed	-$8K	–	65
2020 Q3	$8K	Sell	300 -600	-67%	-$199K	0.01%	58
2020 Q2	$20K	Sell	900 -1,100	-55%	-$322K	0.01%	70
2020 Q1	$104K	Sell	2,000 -1,200	-38%	-$366K	0.08%	63
2019 Q4	$11K	Buy	+3,200	New	+$985K	0.01%	83

Other funds holding SPY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Leonard Rickey Investment Advisors's SPY Position: Q2 2026 in Review

Leonard Rickey Investment Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.9% in Q2 2026, selling an estimated $44.2K and leaving 2,008 shares worth $1.5M. The position accounts for 0.24% of the portfolio, ranked #37.

Leonard Rickey Investment Advisors first reported a position in SPY in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.59M in Q4 2021. 3,218 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Leonard Rickey Investment Advisors held 2,008 shares of State Street SPDR S&P 500 ETF Trust worth $1.5M as of Q2 2026.
Leonard Rickey Investment Advisors sold 61 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $44.2K.
State Street SPDR S&P 500 ETF Trust made up 0.24% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #37 holding.
Leonard Rickey Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2019 and has held it in 30 quarters since.
Leonard Rickey Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $1.59M in Q4 2021.
3,218 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.