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Rede Wealth’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Rede Wealth’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
Q1 		$3.37M Sell
5,189
-3
-0.1% -$2.04K 1.21% 8
2025
Q4 		$3.54M Buy
5,192
+3,489
+205% +$2.36M 1.23% 9
2025
Q3 		$1.14M Sell
1,703
-3,330
-66% -$2.13M 0.89% 24
2025
Q2 		$3.11M Sell
5,033
-196
-4% -$112K 1.12% 10
2025
Q1 		$2.93M Sell
5,229
-20
-0.4% -$11.8K 1.03% 10
2024
Q4 		$3.08M Sell
5,249
-83
-2% -$48.9K 1.18% 10
2024
Q3 		$3.06M Sell
5,332
-8
-0.1% -$4.42K 1.17% 10
2024
Q2 		$2.91M Sell
5,340
-169
-3% -$88.5K 2.68% 9
2024
Q1 		$2.88M Buy
5,509
+477
+9% +$237K 1.21% 9
2023
Q4 		$2.39M Sell
5,032
-81
-2% -$36.1K 1.13% 10
2023
Q3 		$2.19M Sell
5,113
-615
-11% -$274K 1.1% 13
2023
Q2 		$2.54M Sell
5,728
-344
-6% -$144K 1.21% 11
2023
Q1 		$2.49M Buy
6,072
+9
+0.1% +$3.59K 1.3% 11
2022
Q4 		$2.32M Sell
6,063
-845
-12% -$325K 1.24% 10
2022
Q3 		$2.47M Sell
6,908
-1,463
-17% -$581K 1.47% 9
2022
Q2 		$3.16M Sell
8,371
-1,034
-11% -$424K 1.83% 5
2022
Q1 		$4.25M Sell
9,405
-786
-8% -$350K 2% 5
2021
Q4 		$4.84M Sell
10,191
-147
-1% -$67.5K 2.43% 4
2021
Q3 		$4.44M Sell
10,338
-325
-3% -$143K 2.36% 5
2021
Q2 		$4.57M Sell
10,663
-9
-0.1% -$3.76K 2.43% 5
2021
Q1 		$4.23M Buy
10,672
+2,922
+38% +$1.13M 2.45% 6
2020
Q4 		$2.9M Buy
+7,750
New +$2.75M 1.97% 6

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rede Wealth's SPY Position: Q1 2026 in Review

Rede Wealth reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.06% in Q1 2026, selling an estimated $2.04K and leaving 5,189 shares worth $3.37M. The position accounts for 1.21% of the portfolio, ranked #8.

Rede Wealth first reported a position in SPY in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.84M in Q4 2021. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Rede Wealth held 5,189 shares of State Street SPDR S&P 500 ETF Trust worth $3.37M as of Q1 2026.
  • Rede Wealth sold 3 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $2.04K.
  • State Street SPDR S&P 500 ETF Trust made up 1.21% of Rede Wealth's portfolio in Q1 2026, its #8 holding.
  • Rede Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 22 quarters since.
  • Rede Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $4.84M in Q4 2021.
  • 4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Rede Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.