Ridgewood Investments’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Ridgewood Investments’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
2025 Q3	–	Sell	-232	Closed	-$143K	–	616
2025 Q2	$143K	Sell	232 -3	-1%	-$1.72K	0.06%	221
2025 Q1	$131K	Hold	235	–	–	0.06%	219
2024 Q4	$138K	Hold	235	–	–	0.07%	205
2024 Q3	$135K	Sell	235 -32	-12%	-$17.7K	0.07%	212
2024 Q2	$145K	Buy	+267	New	+$140K	0.07%	204
2023 Q3	–	Sell	-382	Closed	-$169K	–	673
2023 Q2	$169K	Hold	382	–	–	0.1%	183
2023 Q1	$156K	Buy	+382	New	+$152K	0.1%	206
2020 Q2	–	Sell	-795	Closed	-$205K	–	179
2020 Q1	$205K	Buy	+795	New	+$243K	0.21%	137

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ridgewood Investments's SPY Position: Q3 2025 in Review

Ridgewood Investments sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2025, closing a stake of 232 shares — an estimated $143K sold.

Ridgewood Investments first reported a position in SPY in Q1 2020 and held it in 8 quarters. The position peaked at $205K in Q1 2020. 4,247 funds tracked by Wall St. Rank hold SPY as of Q3 2025.

Ridgewood Investments reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 232 State Street SPDR S&P 500 ETF Trust shares in Q3 2025, an estimated $143K.
Ridgewood Investments first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2020 and held it in 8 quarters.
Ridgewood Investments's State Street SPDR S&P 500 ETF Trust position peaked at $205K in Q1 2020.
4,247 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.