Richardson Capital Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$366K Buy
490
+1
+0.2% +$725 0.16% 29
2026
Q1
$318K Sell
489
-29
-6% -$19.7K 0.15% 30
2025
Q4
$353K Buy
518
+3
+0.6% +$2.03K 0.18% 23
2025
Q3
$343K Sell
515
-65
-11% -$41.7K 0.16% 22
2025
Q2
$358K Buy
580
+2
+0.3% +$1.14K 0.19% 24
2025
Q1
$323K Buy
578
+76
+15% +$44.7K 0.2% 24
2024
Q4
$294K Sell
502
-4
-0.8% -$2.36K 0.19% 26
2024
Q3
$290K Buy
506
+2
+0.4% +$1.11K 0.2% 25
2024
Q2
$275K Buy
504
+1
+0.2% +$523 0.21% 28
2024
Q1
$263K Buy
503
+2
+0.4% +$996 0.22% 26
2023
Q4
$238K Buy
+501
New +$223K 0.23% 16

Other funds holding SPY

Richardson Capital Management's SPY Position: Q2 2026 in Review

Richardson Capital Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.2% in Q2 2026, buying an estimated $725 and bringing the position to 490 shares worth $366K. The position accounts for 0.16% of the portfolio, ranked #29.

Richardson Capital Management first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Richardson Capital Management held 490 shares of State Street SPDR S&P 500 ETF Trust worth $366K as of Q2 2026.
  • Richardson Capital Management bought 1 State Street SPDR S&P 500 ETF Trust share in Q2 2026, an estimated $725.
  • State Street SPDR S&P 500 ETF Trust made up 0.16% of Richardson Capital Management's portfolio in Q2 2026, its #29 holding.
  • Richardson Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
  • 4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.