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

Redmont Wealth Advisors’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
2025 Q4	$3.69M	Sell	5,415 -22	-0.4%	-$14.9K	5.59%	3
2025 Q3	$3.62M	Buy	5,437 +46	+0.9%	+$29.5K	5.05%	3
2025 Q2	$3.33M	Buy	5,391 +849	+19%	+$485K	4.89%	4
2025 Q1	$2.54M	Sell	4,542 -1,311	-22%	-$771K	4.95%	5
2024 Q4	$3.43M	Buy	5,853 +545	+10%	+$321K	5.93%	4
2024 Q3	$3.05M	Sell	5,308 -778	-13%	-$430K	4.71%	4
2024 Q2	$3.31M	Sell	6,086 -276	-4%	-$144K	5.21%	4
2024 Q1	$3.33M	Buy	6,362 +2,773	+77%	+$1.38M	4.61%	4
2023 Q4	$1.71M	Buy	+3,589	New	+$1.6M	2.49%	11
2023 Q1	–	Sell	-2,600	Closed	-$994K	–	106
2022 Q4	$994K	Hold	2,600	–	–	1.17%	14
2022 Q3	$929K	Sell	2,600 -500	-16%	-$199K	1.21%	16
2022 Q2	$1.17M	Hold	3,100	–	–	1.42%	12
2022 Q1	$1.4M	Buy	3,100 +500	+19%	+$223K	1.49%	11
2021 Q4	$1.24M	Buy	+2,600	New	+$1.19M	1.32%	14

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Redmont Wealth Advisors's SPY Position: Q4 2025 in Review

Redmont Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.4% in Q4 2025, selling an estimated $14.9K and leaving 5,415 shares worth $3.69M. The position accounts for 5.59% of the portfolio, ranked #3.

Redmont Wealth Advisors first reported a position in SPY in Q4 2021 and has held it in 14 quarters since. 4,629 funds tracked by Wall St. Rank hold SPY as of Q4 2025.

Redmont Wealth Advisors held 5,415 shares of State Street SPDR S&P 500 ETF Trust worth $3.69M as of Q4 2025.
Redmont Wealth Advisors sold 22 State Street SPDR S&P 500 ETF Trust shares in Q4 2025, an estimated $14.9K.
State Street SPDR S&P 500 ETF Trust made up 5.59% of Redmont Wealth Advisors's portfolio in Q4 2025, its #3 holding.
Redmont Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 14 quarters since.
4,629 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.