REDW Wealth’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
REDW Wealth's SPY Position: Q3 2026 in Review
REDW Wealth reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.9% in Q3 2026, selling an estimated $59.3K and leaving 2,600 shares worth $1.98M. The position accounts for 0.72% of the portfolio, ranked #33.
REDW Wealth first reported a position in SPY in Q4 2016 and has held it in 40 quarters since. The position peaked at $10.6M in Q4 2021. 4,165 funds tracked by Wall St. Rank hold SPY as of Q3 2026.
- REDW Wealth held 2,600 shares of State Street SPDR S&P 500 ETF Trust worth $1.98M as of Q3 2026.
- REDW Wealth sold 78 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $59.3K.
- State Street SPDR S&P 500 ETF Trust made up 0.72% of REDW Wealth's portfolio in Q3 2026, its #33 holding.
- REDW Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2016 and has held it in 40 quarters since.
- REDW Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $10.6M in Q4 2021.
- 4,165 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.
Based on REDW Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.