Paul R. Ried Financial Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Paul R. Ried Financial Group’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 Q2	$408K	Sell	547 -177	-24%	-$128K	0.18%	32
2026 Q1	$471K	Buy	724 +394	+119%	+$268K	0.22%	27
2025 Q4	$225K	Hold	330	–	–	0.11%	36
2025 Q3	$220K	Sell	330 -25	-7%	-$16K	0.11%	33
2025 Q2	$219K	Buy	+355	New	+$203K	0.13%	32
2025 Q1	–	Sell	-373	Closed	-$219K	–	31
2024 Q4	$219K	Buy	+373	New	+$220K	0.15%	29

Other funds holding SPY

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAI

Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Paul R. Ried Financial Group's SPY Position: Q2 2026 in Review

Paul R. Ried Financial Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 24% in Q2 2026, selling an estimated $128K and leaving 547 shares worth $408K. The position accounts for 0.18% of the portfolio, ranked #32.

Paul R. Ried Financial Group first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. The position peaked at $471K in Q1 2026. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Paul R. Ried Financial Group held 547 shares of State Street SPDR S&P 500 ETF Trust worth $408K as of Q2 2026.
Paul R. Ried Financial Group sold 177 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $128K.
State Street SPDR S&P 500 ETF Trust made up 0.18% of Paul R. Ried Financial Group's portfolio in Q2 2026, its #32 holding.
Paul R. Ried Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
Paul R. Ried Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $471K in Q1 2026.
2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Paul R. Ried Financial Group's 13F filing for Q2 2026, filed 7 Jul 2026.