Raffa Wealth Management’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
2026
Q2
$5.4M Buy
7,227
+4
+0.1% +$2.9K 0.68% 22
2026
Q1
$4.7M Sell
7,223
-25
-0.3% -$17K 0.73% 20
2025
Q4
$4.94M Buy
7,248
+4
+0.1% +$2.7K 0.76% 23
2025
Q3
$4.83M Sell
7,244
-59
-0.8% -$37.8K 0.87% 20
2025
Q2
$4.51M Sell
7,303
-8
-0.1% -$4.57K 0.9% 20
2025
Q1
$4.09M Buy
7,311
+5
+0.1% +$2.94K 0.93% 21
2024
Q4
$4.28M Sell
7,306
-38
-0.5% -$22.4K 1% 18
2024
Q3
$4.21M Sell
7,344
-1,712
-19% -$947K 1.02% 18
2024
Q2
$4.93M Buy
9,056
+1,463
+19% +$766K 1.4% 18
2024
Q1
$3.97M Sell
7,593
-100
-1% -$49.8K 1.18% 18
2023
Q4
$3.66M Buy
7,693
+6
+0.1% +$2.67K 1.11% 21
2023
Q3
$3.29M Buy
7,687
+5
+0.1% +$2.22K 1.12% 19
2023
Q2
$3.41M Buy
7,682
+6
+0.1% +$2.52K 1.16% 18
2023
Q1
$3.14M Buy
7,676
+7
+0.1% +$2.79K 1.14% 18
2022
Q4
$2.93M Buy
7,669
+6
+0.1% +$2.31K 1.2% 17
2022
Q3
$2.74M Sell
7,663
-44
-0.6% -$17.5K 1.21% 17
2022
Q2
$2.91M Buy
7,707
+5
+0.1% +$2.05K 1.32% 15
2022
Q1
$3.48M Sell
7,702
-24
-0.3% -$10.7K 1.29% 7
2021
Q4
$3.67M Buy
7,726
+5
+0.1% +$2.29K 1.2% 10
2021
Q3
$3.31M Buy
7,721
+5
+0.1% +$2.21K 1.15% 11
2021
Q2
$3.3M Sell
7,716
-226
-3% -$94.3K 1.14% 10
2021
Q1
$3.15M Buy
7,942
+32
+0.4% +$12.3K 1.11% 11
2020
Q4
$2.96M Buy
7,910
+32
+0.4% +$11.4K 1.05% 11
2020
Q3
$2.64M Buy
7,878
+6
+0.1% +$1.99K 0.99% 11
2020
Q2
$2.43M Sell
7,872
-445
-5% -$130K 0.93% 11
2020
Q1
$2.14M Buy
8,317
+246
+3% +$75K 0.8% 9
2019
Q4
$2.6M Buy
8,071
+10
+0.1% +$3.08K 0.91% 9
2019
Q3
$2.39M Buy
+8,061
New +$2.38M 0.85% 10
2019
Q2
Sell
-8,034
Closed -$2.27M 1294
2019
Q1
$2.27M Sell
8,034
-23
-0.3% -$6.25K 0.92% 7
2018
Q4
$2.01M Buy
8,057
+6
+0.1% +$1.62K 0.77% 12
2018
Q3
$2.34M Sell
8,051
-81
-1% -$23.1K 0.83% 13
2018
Q2
$2.21M Buy
8,132
+13
+0.2% +$3.51K 0.82% 14
2018
Q1
$2.14M Sell
8,119
-1,038
-11% -$283K 0.78% 17
2017
Q4
$2.44M Buy
9,157
+1,250
+16% +$325K 0.95% 13
2017
Q3
$1.99M Buy
7,907
+830
+12% +$205K 0.81% 14
2017
Q2
$1.71M Sell
7,077
-38
-0.5% -$9.11K 0.74% 15
2017
Q1
$1.68M Sell
7,115
-261
-4% -$60.6K 0.82% 10
2016
Q4
$1.65M Buy
7,376
+94
+1% +$20.5K 0.86% 10
2016
Q3
$1.58M Buy
7,282
+14
+0.2% +$3.03K 0.85% 9
2016
Q2
$1.52M Buy
7,268
+22
+0.3% +$4.57K 0.84% 8
2016
Q1
$1.49M Sell
7,246
-3,497
-33% -$682K 0.85% 9
2015
Q4
$2.19M Buy
10,743
+3,530
+49% +$725K 1.31% 7
2015
Q3
$1.38M Buy
7,213
+29
+0.4% +$5.88K 0.82% 7
2015
Q2
$1.48M Sell
7,184
-308
-4% -$64.8K 0.88% 8
2015
Q1
$1.55M Sell
7,492
-205
-3% -$42.3K 0.91% 8
2014
Q4
$1.58M Buy
7,697
+36
+0.5% +$7.24K 0.96% 8
2014
Q3
$1.51M Buy
7,661
+37
+0.5% +$7.31K 1.14% 7
2014
Q2
$1.49M Buy
7,624
+33
+0.4% +$6.27K 1.14% 7
2014
Q1
$1.42M Sell
7,591
-106
-1% -$19.5K 1.16% 7
2013
Q4
$1.58M Buy
+7,697
New +$1.36M 0.96% 8

Other funds holding SPY

Raffa Wealth Management's SPY Position: Q2 2026 in Review

Raffa Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.06% in Q2 2026, buying an estimated $2.9K and bringing the position to 7,227 shares worth $5.4M. The position accounts for 0.68% of the portfolio, ranked #22.

Raffa Wealth Management first reported a position in SPY in Q4 2013 and has held it in 50 quarters since. 4,473 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Raffa Wealth Management held 7,227 shares of State Street SPDR S&P 500 ETF Trust worth $5.4M as of Q2 2026.
  • Raffa Wealth Management bought 4 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.9K.
  • State Street SPDR S&P 500 ETF Trust made up 0.68% of Raffa Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Raffa Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2013 and has held it in 50 quarters since.
  • 4,473 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.