RDA Financial Network’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

RDA Financial Network’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	$778K	Buy	1,042 +5	+0.5%	+$3.63K	0.17%	120
2026 Q1	$675K	Buy	1,037 +11	+1%	+$7.48K	0.17%	135
2025 Q4	$700K	Buy	1,026 +17	+2%	+$11.5K	0.17%	126
2025 Q3	$672K	Sell	1,009 -19	-2%	-$12.2K	0.17%	126
2025 Q2	$635K	Sell	1,028 -2	-0.2%	-$1.14K	0.17%	124
2025 Q1	$576K	Buy	1,030 +1	+0.1%	+$588	0.17%	122
2024 Q4	$603K	Buy	1,029 +17	+2%	+$10K	0.18%	124
2024 Q3	$580K	Buy	1,012 +434	+75%	+$240K	0.18%	128
2024 Q2	$314K	Sell	578 -4	-0.7%	-$2.09K	0.1%	177
2024 Q1	$304K	Buy	582 +4	+0.7%	+$1.99K	0.1%	176
2023 Q4	$275K	Buy	578 +1	+0.2%	+$445	0.1%	181
2023 Q3	$247K	Buy	577 +1	+0.2%	+$445	0.11%	183
2023 Q2	$255K	Sell	576 -34	-6%	-$14.3K	0.11%	186
2023 Q1	$250K	Sell	610 -46	-7%	-$18.4K	0.11%	183
2022 Q4	$251K	Sell	656 -122	-16%	-$46.9K	0.13%	170
2022 Q3	$278K	Sell	778 -32	-4%	-$12.7K	0.15%	147
2022 Q2	$305K	Sell	810 -69	-8%	-$28.3K	0.15%	149
2022 Q1	$397K	Buy	879 +82	+10%	+$36.5K	0.17%	138
2021 Q4	$378K	Buy	797 +141	+21%	+$64.7K	0.15%	148
2021 Q3	$281K	Buy	656 +33	+5%	+$14.6K	0.12%	176
2021 Q2	$267K	Buy	623 +14	+2%	+$5.84K	0.12%	180
2021 Q1	$241K	Buy	609 +51	+9%	+$19.7K	0.1%	194
2020 Q4	$209K	Buy	+558	New	+$198K	0.09%	207
2020 Q1	–	Sell	-920	Closed	-$301K	–	243
2019 Q4	$301K	Buy	+920	New	+$283K	0.12%	180

Other funds holding SPY

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

BMC

Benin Management Corp Wilton, Connecticut $494M AUM 25.95% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

RDA Financial Network's SPY Position: Q2 2026 in Review

RDA Financial Network increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.48% in Q2 2026, buying an estimated $3.63K and bringing the position to 1,042 shares worth $778K. The position accounts for 0.17% of the portfolio, ranked #120.

RDA Financial Network first reported a position in SPY in Q4 2019 and has held it in 24 quarters since. 823 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

RDA Financial Network held 1,042 shares of State Street SPDR S&P 500 ETF Trust worth $778K as of Q2 2026.
RDA Financial Network bought 5 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $3.63K.
State Street SPDR S&P 500 ETF Trust made up 0.17% of RDA Financial Network's portfolio in Q2 2026, its #120 holding.
RDA Financial Network first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 24 quarters since.
823 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.