RPSA
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Richard P. Slaughter Associates’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Richard P. Slaughter Associates’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
2024
Q2 		– Sell
-12
Closed -$628K – 156
2024
Q1 		$628K Buy
+12
New +$5.97K 0.15% 109

Other funds holding SPY

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CA
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

Richard P. Slaughter Associates's SPY Position: Q3 2026 in Review

Richard P. Slaughter Associates increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5,107% in Q3 2026, buying an estimated $2.21M and bringing the position to 2,968 shares worth $2.26M. The position accounts for 0.45% of the portfolio, ranked #35.

Richard P. Slaughter Associates first reported a position in SPY in Q4 2019 and has held it in 24 quarters since. The position peaked at $6.25M in Q4 2019. 538 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Richard P. Slaughter Associates held 2,968 shares of State Street SPDR S&P 500 ETF Trust worth $2.26M as of Q3 2026.
  • Richard P. Slaughter Associates bought 2,911 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $2.21M.
  • State Street SPDR S&P 500 ETF Trust made up 0.45% of Richard P. Slaughter Associates's portfolio in Q3 2026, its #35 holding.
  • Richard P. Slaughter Associates first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 24 quarters since.
  • Richard P. Slaughter Associates's State Street SPDR S&P 500 ETF Trust position peaked at $6.25M in Q4 2019.
  • 538 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Richard P. Slaughter Associates's 13F filing for Q3 2026, filed 13 Oct 2026.