RIA Advisory Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

RIA Advisory Group’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	$3.78M	Sell	5,061 -16,313	-76%	-$11.8M	0.82%	26
2026 Q1	$13.9M	Buy	21,374 +3,826	+22%	+$2.6M	3.3%	6
2025 Q4	$12M	Sell	17,548 -3,166	-15%	-$2.14M	2.88%	7
2025 Q3	$13.8M	Sell	20,714 -1,278	-6%	-$819K	3.54%	7
2025 Q2	$13.6M	Buy	21,992 +3,693	+20%	+$2.11M	3.99%	6
2025 Q1	$10.2M	Buy	18,299 +15,434	+539%	+$9.07M	3.33%	5
2024 Q4	$1.68M	Buy	2,865 +1,340	+88%	+$789K	0.57%	29
2024 Q3	$875K	Buy	+1,525	New	+$843K	0.31%	48
2024 Q1	$817K	Buy	+1,562	New	+$778K	0.33%	43
2023 Q4	–	Sell	-1,520	Closed	-$649K	–	187
2023 Q3	$649K	Sell	1,520 -960	-39%	-$427K	0.29%	46
2023 Q2	$1.1M	Sell	2,480 -324	-12%	-$136K	0.47%	32
2023 Q1	$1.15M	Sell	2,804 -61,771	-96%	-$24.6M	0.53%	33
2022 Q4	$24.4M	Buy	+64,575	New	+$24.8M	14.17%	2

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

RIA Advisory Group's SPY Position: Q2 2026 in Review

RIA Advisory Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 76% in Q2 2026, selling an estimated $11.8M and leaving 5,061 shares worth $3.78M. The position accounts for 0.82% of the portfolio, ranked #26.

RIA Advisory Group first reported a position in SPY in Q4 2022 and has held it in 13 quarters since. The position peaked at $24.4M in Q4 2022. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

RIA Advisory Group held 5,061 shares of State Street SPDR S&P 500 ETF Trust worth $3.78M as of Q2 2026.
RIA Advisory Group sold 16,313 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $11.8M.
State Street SPDR S&P 500 ETF Trust made up 0.82% of RIA Advisory Group's portfolio in Q2 2026, its #26 holding.
RIA Advisory Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 13 quarters since.
RIA Advisory Group's State Street SPDR S&P 500 ETF Trust position peaked at $24.4M in Q4 2022.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.