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Richards, Merrill & Peterson’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Richards, Merrill & Peterson’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 		$7.23M Buy
9,677
+294
+3% +$213K 2.29% 8
2026
Q1 		$6.1M Sell
9,383
-53
-0.6% -$36K 2.24% 9
2025
Q4 		$6.43M Buy
9,436
+112
+1% +$75.7K 2.47% 8
2025
Q3 		$6.21M Sell
9,324
-269
-3% -$172K 2.68% 7
2025
Q2 		$5.93M Buy
9,593
+202
+2% +$115K 2.82% 7
2025
Q1 		$5.25M Buy
9,391
+19
+0.2% +$11.2K 2.73% 6
2024
Q4 		$5.49M Buy
+9,372
New +$5.52M 2.87% 6

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 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

Richards, Merrill & Peterson's SPY Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.1% in Q2 2026, buying an estimated $213K and bringing the position to 9,677 shares worth $7.23M. The position accounts for 2.29% of the portfolio, ranked #8.

Richards, Merrill & Peterson first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 2,112 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Richards, Merrill & Peterson held 9,677 shares of State Street SPDR S&P 500 ETF Trust worth $7.23M as of Q2 2026.
  • Richards, Merrill & Peterson bought 294 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $213K.
  • State Street SPDR S&P 500 ETF Trust made up 2.29% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #8 holding.
  • Richards, Merrill & Peterson first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
  • 2,112 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.