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Retirement Investment Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Retirement Investment Advisors’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 		$1.79M Sell
2,390
-87
-4% -$63.1K 0.13% 23
2026
Q1 		$1.69M Hold
2,477
– – 0.14% 23
2025
Q4 		$1.69M Buy
2,477
+60
+2% +$40.6K 0.14% 23
2025
Q3 		$1.61M Buy
2,417
+453
+23% +$290K 0.13% 24
2025
Q2 		$1.21M Sell
1,964
-112
-5% -$64K 0.11% 26
2025
Q1 		$1.16M Sell
2,076
-127
-6% -$74.6K 0.12% 27
2024
Q4 		$1.29M Sell
2,203
-402
-15% -$237K 0.14% 26
2024
Q3 		$1.49M Buy
2,605
+622
+31% +$344K 0.16% 21
2024
Q2 		$1.08M Buy
+1,983
New +$1.04M 0.13% 27
2023
Q4 		$943K Sell
1,983
-1,983
-50% -$883K 0.13% 28
2023
Q3 		$1.7M Hold
3,966
– – 0.15% 24
2023
Q2 		$1.76M Hold
3,966
– – 0.21% 24
2023
Q1 		$1.62M Buy
3,966
+1,983
+100% +$791K 0.29% 23
2022
Q4 		$758K Buy
+1,983
New +$762K 0.49% 27

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

Retirement Investment Advisors's SPY Position: Q2 2026 in Review

Retirement Investment Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.5% in Q2 2026, selling an estimated $63.1K and leaving 2,390 shares worth $1.79M. The position accounts for 0.13% of the portfolio, ranked #23.

Retirement Investment Advisors first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. 1,996 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Retirement Investment Advisors held 2,390 shares of State Street SPDR S&P 500 ETF Trust worth $1.79M as of Q2 2026.
  • Retirement Investment Advisors sold 87 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $63.1K.
  • State Street SPDR S&P 500 ETF Trust made up 0.13% of Retirement Investment Advisors's portfolio in Q2 2026, its #23 holding.
  • Retirement Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 14 quarters since.
  • 1,996 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Retirement Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.