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 Q3	$7.36M	Sell	9,657 -20	-0.2%	-$15.2K	2.25%	8
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Richards, Merrill & Peterson's SPY Position: Q3 2026 in Review

Richards, Merrill & Peterson reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.21% in Q3 2026, selling an estimated $15.2K and leaving 9,657 shares worth $7.36M. The position accounts for 2.25% of the portfolio, ranked #8.

Richards, Merrill & Peterson first reported a position in SPY in Q4 2024 and has held it in 8 quarters since. 3,166 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Richards, Merrill & Peterson held 9,657 shares of State Street SPDR S&P 500 ETF Trust worth $7.36M as of Q3 2026.
Richards, Merrill & Peterson sold 20 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $15.2K.
State Street SPDR S&P 500 ETF Trust made up 2.25% of Richards, Merrill & Peterson's portfolio in Q3 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 8 quarters since.
3,166 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.