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

Rhodes 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 Q3	$629K	Buy	+825	New	+$627K	0.45%	64

Other funds holding SPY

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Floyd Capital Management Texarkana, Texas $115M AUM 14.48% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Rhodes Investment Advisors's SPY Position: Q3 2026 in Review

Rhodes Investment Advisors opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2026: 825 shares worth $629K. The stake represents 0.45% of the portfolio and ranks #64 among its holdings.

165 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Rhodes Investment Advisors held 825 shares of State Street SPDR S&P 500 ETF Trust worth $629K as of Q3 2026.
State Street SPDR S&P 500 ETF Trust was a new Rhodes Investment Advisors position in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 0.45% of Rhodes Investment Advisors's portfolio in Q3 2026, its #64 holding.
165 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Rhodes Investment Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.