RW
SPY icon

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

REDW 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
2023
Q3 		– Hold
0
– -$665K – 151
2023
Q2 		– Hold
0
– – – 66
2023
Q1 		– Hold
0
– – – 68
2022
Q4 		– Hold
0
– – – 40

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
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
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

REDW Wealth's SPY Position: Q2 2026 in Review

REDW Wealth held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 2,678 shares worth $2M. The position accounts for 0.72% of the portfolio, ranked #34.

REDW Wealth first reported a position in SPY in Q4 2016 and has held it in 39 quarters since. The position peaked at $10.6M in Q4 2021. 2,405 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • REDW Wealth held 2,678 shares of State Street SPDR S&P 500 ETF Trust worth $2M as of Q2 2026.
  • REDW Wealth left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
  • State Street SPDR S&P 500 ETF Trust made up 0.72% of REDW Wealth's portfolio in Q2 2026, its #34 holding.
  • REDW Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2016 and has held it in 39 quarters since.
  • REDW Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $10.6M in Q4 2021.
  • 2,405 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on REDW Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.