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RAM Investment Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

RAM Investment Partners’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 		$1.06M Sell
1,421
-400
-22% -$290K 0.17% 45
2026
Q1 		$1.18M Buy
1,821
+288
+19% +$196K 0.21% 39
2025
Q4 		$1.05M Sell
1,533
-8
-0.5% -$5.41K 0.19% 40
2025
Q3 		$1.03M Buy
1,541
+117
+8% +$75K 0.19% 37
2025
Q2 		$880K Sell
1,424
-33
-2% -$18.9K 0.18% 38
2025
Q1 		$815K Sell
1,457
-15
-1% -$8.82K 0.2% 36
2024
Q4 		$862K Buy
1,472
+5
+0.3% +$2.95K 0.21% 37
2024
Q3 		$841K Buy
1,467
+8
+0.5% +$4.42K 0.22% 33
2024
Q2 		$794K Buy
1,459
+207
+17% +$108K 0.23% 32
2024
Q1 		$655K Buy
1,252
+265
+27% +$132K 0.21% 31
2023
Q4 		$469K Sell
987
-406
-29% -$181K 0.16% 36
2023
Q3 		$595K Hold
1,393
– – 0.25% 27
2023
Q2 		$617K Sell
1,393
-6
-0.4% -$2.52K 0.26% 28
2023
Q1 		$573K Buy
1,399
+311
+29% +$124K 0.31% 25
2022
Q4 		$416K Buy
+1,088
New +$418K 0.26% 32

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
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
CK
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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

RAM Investment Partners's SPY Position: Q2 2026 in Review

RAM Investment Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 22% in Q2 2026, selling an estimated $290K and leaving 1,421 shares worth $1.06M. The position accounts for 0.17% of the portfolio, ranked #45.

RAM Investment Partners first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.18M in Q1 2026. 2,431 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • RAM Investment Partners held 1,421 shares of State Street SPDR S&P 500 ETF Trust worth $1.06M as of Q2 2026.
  • RAM Investment Partners sold 400 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $290K.
  • State Street SPDR S&P 500 ETF Trust made up 0.17% of RAM Investment Partners's portfolio in Q2 2026, its #45 holding.
  • RAM Investment Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
  • RAM Investment Partners's State Street SPDR S&P 500 ETF Trust position peaked at $1.18M in Q1 2026.
  • 2,431 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on RAM Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.