Ridgecrest Wealth Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Ridgecrest Wealth Partners’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	$2.62M	Sell	3,515 -266	-7%	-$193K	1.27%	18
2026 Q1	$2.46M	Buy	3,781 +400	+12%	+$272K	1.36%	17
2025 Q4	$2.31M	Sell	3,381 -3,253	-49%	-$2.2M	1.25%	16
2025 Q3	$4.42M	Sell	6,634 -270	-4%	-$173K	2%	12
2025 Q2	$4.27M	Sell	6,904 -1,075	-13%	-$615K	2.25%	10
2025 Q1	$4.46M	Buy	7,979 +14	+0.2%	+$8.23K	2.34%	13
2024 Q4	$4.67M	Hold	7,965	–	–	2.53%	12
2024 Q3	$4.57M	Hold	7,965	–	–	2.38%	13
2024 Q2	$4.33M	Hold	7,965	–	–	2.61%	11
2024 Q1	$4.17M	Sell	7,965 -101	-1%	-$50.3K	2.48%	12
2023 Q4	$3.83M	Buy	8,066 +70	+0.9%	+$31.2K	2.53%	11
2023 Q3	$3.42M	Hold	7,996	–	–	2.4%	12
2023 Q2	$3.54M	Hold	7,996	–	–	2.34%	14
2023 Q1	$3.27M	Hold	7,996	–	–	2.33%	14
2022 Q4	$3.06M	Hold	7,996	–	–	2.32%	14
2022 Q3	$2.86M	Hold	7,996	–	–	2.33%	12
2022 Q2	$3.02M	Buy	7,996 +4	+0.1%	+$1.64K	2.2%	13
2022 Q1	$3.61M	Buy	7,992 +2,745	+52%	+$1.22M	2.29%	13
2021 Q4	$2.49M	Buy	5,247 +43	+0.8%	+$19.7K	1.21%	21
2021 Q3	$2.23M	Buy	5,204 +1,015	+24%	+$448K	1.22%	22
2021 Q2	$1.79M	Buy	4,189 +164	+4%	+$68.5K	1.12%	24
2021 Q1	$1.59M	Buy	+4,025	New	+$1.55M	1.52%	20

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

Ridgecrest Wealth Partners's SPY Position: Q2 2026 in Review

Ridgecrest Wealth Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7% in Q2 2026, selling an estimated $193K and leaving 3,515 shares worth $2.62M. The position accounts for 1.27% of the portfolio, ranked #18.

Ridgecrest Wealth Partners first reported a position in SPY in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.67M in Q4 2024. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Ridgecrest Wealth Partners held 3,515 shares of State Street SPDR S&P 500 ETF Trust worth $2.62M as of Q2 2026.
Ridgecrest Wealth Partners sold 266 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $193K.
State Street SPDR S&P 500 ETF Trust made up 1.27% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #18 holding.
Ridgecrest Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2021 and has held it in 22 quarters since.
Ridgecrest Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $4.67M in Q4 2024.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.