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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Redwood Financial Network's SPY Position: Q1 2026 in Review

Redwood Financial Network increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.3% in Q1 2026, buying an estimated $26.5K and bringing the position to 955 shares worth $621K. The position accounts for 0.41% of the portfolio, ranked #69.

Redwood Financial Network first reported a position in SPY in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.39M in Q2 2023. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Redwood Financial Network held 955 shares of State Street SPDR S&P 500 ETF Trust worth $621K as of Q1 2026.
  • Redwood Financial Network bought 39 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $26.5K.
  • State Street SPDR S&P 500 ETF Trust made up 0.41% of Redwood Financial Network's portfolio in Q1 2026, its #69 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 17 quarters since.
  • Redwood Financial Network's State Street SPDR S&P 500 ETF Trust position peaked at $1.39M in Q2 2023.
  • 4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Redwood Financial Network's 13F filing for Q1 2026, filed 14 May 2026.