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 Q3	$3.84M	Sell	5,032 -147	-3%	-$112K	1.26%	10
2026 Q2	$3.87M	Sell	5,179 -10	-0.2%	-$7.25K	1.28%	10
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	$4.56M	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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Rede Wealth's SPY Position: Q3 2026 in Review

Rede Wealth reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.8% in Q3 2026, selling an estimated $112K and leaving 5,032 shares worth $3.84M. The position accounts for 1.26% of the portfolio, ranked #10.

Rede Wealth first reported a position in SPY in Q4 2020 and has held it in 24 quarters since. The position peaked at $4.84M in Q4 2021. 3,363 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Rede Wealth held 5,032 shares of State Street SPDR S&P 500 ETF Trust worth $3.84M as of Q3 2026.
Rede Wealth sold 147 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $112K.
State Street SPDR S&P 500 ETF Trust made up 1.26% of Rede Wealth's portfolio in Q3 2026, its #10 holding.
Rede Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 24 quarters since.
Rede Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $4.84M in Q4 2021.
3,363 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Rede Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.