Rehmann Capital Advisory Group’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
$9.01M Sell
13,855
-518
-4% -$352K 0.47% 40
2025
Q4
$9.8M Buy
14,373
+1,121
+8% +$758K 0.51% 37
2025
Q3
$8.77M Buy
13,252
+469
+4% +$301K 0.48% 40
2025
Q2
$7.9M Buy
12,783
+1,018
+9% +$582K 0.48% 40
2025
Q1
$6.58M Sell
11,765
-201
-2% -$118K 0.41% 47
2024
Q4
$7.01M Buy
11,966
+1,676
+16% +$987K 0.44% 45
2024
Q3
$5.9M Buy
10,290
+52
+0.5% +$28.8K 0.39% 51
2024
Q2
$5.58M Buy
10,238
+1,356
+15% +$710K 0.4% 47
2024
Q1
$4.65M Buy
8,882
+337
+4% +$168K 0.35% 54
2023
Q4
$4.06M Sell
8,545
-439
-5% -$196K 0.34% 56
2023
Q3
$3.84M Sell
8,984
-39
-0.4% -$17.3K 0.36% 49
2023
Q2
$4M Sell
9,023
-70
-0.8% -$29.4K 0.36% 47
2023
Q1
$3.72M Sell
9,093
-15
-0.2% -$5.99K 0.35% 59
2022
Q4
$3.48M Sell
9,108
-1,588
-15% -$610K 0.36% 59
2022
Q3
$3.82M Buy
10,696
+306
+3% +$122K 0.42% 43
2022
Q2
$3.92M Buy
10,390
+796
+8% +$326K 0.43% 42
2022
Q1
$4.33M Buy
9,594
+57
+0.6% +$25.4K 0.41% 48
2021
Q4
$4.53M Buy
9,537
+205
+2% +$94.1K 0.42% 46
2021
Q3
$4M Sell
9,332
-206
-2% -$90.9K 0.38% 50
2021
Q2
$4.08M Sell
9,538
-20,742
-69% -$8.66M 0.39% 50
2021
Q1
$12M Buy
30,280
+21,273
+236% +$8.2M 1.23% 20
2020
Q4
$3.37M Sell
9,007
-20,026
-69% -$7.1M 0.38% 54
2020
Q3
$9.75M Buy
29,033
+4,647
+19% +$1.54M 1.24% 17
2020
Q2
$7.3M Sell
24,386
-41
-0.2% -$12K 1% 21
2020
Q1
$6.71M Buy
+24,427
New +$7.45M 1.1% 20
2019
Q3
$6.93M Sell
23,285
-8,057
-26% -$2.38M 0.84% 11
2019
Q2
$9.18M Buy
31,342
+23,696
+310% +$6.82M 1.13% 18
2019
Q1
$2.16M Sell
7,646
-23,076
-75% -$6.27M 0.29% 53
2018
Q4
$7.68M Buy
30,722
+505
+2% +$136K 1.15% 11
2018
Q3
$8.78M Sell
30,217
-896,487
-97% -$255M 1.21% 17
2018
Q2
$8.65M Buy
926,704
+919,418
+12,619% +$248M 1.26% 15
2018
Q1
$1.92M Sell
7,286
-552
-7% -$151K 0.3% 59
2017
Q4
$2.09M Sell
7,838
-46
-0.6% -$12K 0.35% 60
2017
Q3
$1.98M Sell
7,884
-683
-8% -$168K 0.36% 59
2017
Q2
$2.07M Sell
8,567
-2,043
-19% -$490K 0.4% 48
2017
Q1
$2.5M Sell
10,610
-63
-0.6% -$14.6K 0.42% 50
2016
Q4
$2.39M Sell
10,673
-179
-2% -$39.1K 0.44% 54
2016
Q3
$2.35M Sell
10,852
-468
-4% -$101K 0.45% 52
2016
Q2
$2.37M Buy
11,320
+568
+5% +$118K 0.44% 53
2016
Q1
$2.21M Buy
10,752
+2,989
+39% +$583K 0.43% 53
2015
Q4
$1.58M Buy
7,763
+1,213
+19% +$249K 0.33% 60
2015
Q3
$1.25M Sell
6,550
-577
-8% -$117K 0.28% 73
2015
Q2
$1.47M Sell
7,127
-4,433
-38% -$932K 0.33% 64
2015
Q1
$2.39M Buy
11,560
+483
+4% +$99.7K 0.54% 42
2014
Q4
$2.28M Buy
11,077
+315
+3% +$63.3K 0.52% 40
2014
Q3
$2.12M Buy
10,762
+296
+3% +$58.5K 0.5% 45
2014
Q2
$2.05M Buy
10,466
+1,309
+14% +$249K 0.49% 45
2014
Q1
$1.71M Sell
9,157
-179
-2% -$32.9K 0.46% 49
2013
Q4
$1.72M Buy
9,336
+2,072
+29% +$367K 0.52% 44
2013
Q3
$1.22M Sell
7,264
-606
-8% -$102K 0.39% 56
2013
Q2
$1.26M Buy
+7,870
New +$1.27M 0.44% 55

Other funds holding SPY

Rehmann Capital Advisory Group's SPY Position: Q1 2026 in Review

Rehmann Capital Advisory Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.6% in Q1 2026, selling an estimated $352K and leaving 13,855 shares worth $9.01M. The position accounts for 0.47% of the portfolio, ranked #40.

Rehmann Capital Advisory Group first reported a position in SPY in Q2 2013 and has held it in 51 quarters since. The position peaked at $12M in Q1 2021. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Rehmann Capital Advisory Group held 13,855 shares of State Street SPDR S&P 500 ETF Trust worth $9.01M as of Q1 2026.
  • Rehmann Capital Advisory Group sold 518 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $352K.
  • State Street SPDR S&P 500 ETF Trust made up 0.47% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #40 holding.
  • Rehmann Capital Advisory Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 51 quarters since.
  • Rehmann Capital Advisory Group's State Street SPDR S&P 500 ETF Trust position peaked at $12M in Q1 2021.
  • 4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.