Redwood Financial Network’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Redwood Financial Network’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 Q2	$711K	Sell	953 -2	-0.2%	-$1.45K	0.39%	74
2026 Q1	$621K	Buy	955 +39	+4%	+$26.5K	0.41%	69
2025 Q4	$625K	Buy	916 +106	+13%	+$71.6K	0.4%	73
2025 Q3	$539K	Sell	810 -56	-6%	-$35.9K	0.34%	90
2025 Q2	$535K	Buy	866 +19	+2%	+$10.9K	0.36%	85
2025 Q1	$474K	Buy	847 +11	+1%	+$6.47K	0.36%	85
2024 Q4	$490K	Buy	836 +15	+2%	+$8.84K	0.37%	85
2024 Q3	$471K	Buy	821 +24	+3%	+$13.3K	0.37%	87
2024 Q2	$434K	Buy	797 +120	+18%	+$62.8K	0.36%	90
2024 Q1	$354K	Sell	677 -89	-12%	-$44.3K	0.31%	99
2023 Q4	$364K	Sell	766 -16	-2%	-$7.13K	0.35%	92
2023 Q3	$334K	Sell	782 -2,351	-75%	-$1.05M	0.35%	87
2023 Q2	$1.39M	Buy	3,133 +185	+6%	+$77.6K	1.3%	16
2023 Q1	$1.21M	Buy	2,948 +94	+3%	+$37.5K	1.23%	19
2022 Q4	$1.09M	Buy	2,854 +501	+21%	+$193K	1.24%	21
2022 Q3	$840K	Buy	2,353 +1	+0%	+$397	0.96%	31
2022 Q2	$887K	Sell	2,352 -367	-13%	-$150K	0.97%	31
2022 Q1	$1.23M	Buy	+2,719	New	+$1.21M	1.14%	24

Other funds holding SPY

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

D.E. Shaw & Co New York $210B AUM 57.28% 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

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

Redwood Financial Network's SPY Position: Q2 2026 in Review

Redwood Financial Network reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.21% in Q2 2026, selling an estimated $1.45K and leaving 953 shares worth $711K. The position accounts for 0.39% of the portfolio, ranked #74.

Redwood Financial Network first reported a position in SPY in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.39M in Q2 2023. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Redwood Financial Network held 953 shares of State Street SPDR S&P 500 ETF Trust worth $711K as of Q2 2026.
Redwood Financial Network sold 2 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.45K.
State Street SPDR S&P 500 ETF Trust made up 0.39% of Redwood Financial Network's portfolio in Q2 2026, its #74 holding.
Redwood Financial Network first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2022 and has held it in 18 quarters since.
Redwood Financial Network's State Street SPDR S&P 500 ETF Trust position peaked at $1.39M in Q2 2023.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.