Rise Advisors’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
$1.48M Buy
1,979
+62
+3% +$45K 0.42% 22
2026
Q1
$1.26M Buy
1,917
+68
+4% +$46.2K 0.44% 22
2025
Q4
$1.26M Sell
1,849
-43
-2% -$29.1K 0.45% 21
2025
Q3
$1.26M Sell
1,892
-29
-2% -$18.6K 0.45% 21
2025
Q2
$1.19M Buy
1,921
+199
+12% +$114K 0.47% 19
2025
Q1
$963K Buy
1,722
+432
+33% +$254K 0.43% 21
2024
Q4
$756K Buy
1,290
+157
+14% +$92.5K 0.36% 26
2024
Q3
$650K Buy
1,133
+307
+37% +$170K 0.31% 29
2024
Q2
$449K Buy
826
+48
+6% +$25.1K 0.24% 43
2024
Q1
$407K Buy
778
+26
+3% +$12.9K 0.22% 47
2023
Q4
$357K Buy
752
+23
+3% +$10.2K 0.25% 35
2023
Q3
$311K Buy
729
+86
+13% +$38.3K 0.25% 35
2023
Q2
$285K Sell
643
-64
-9% -$26.9K 0.22% 50
2023
Q1
$289K Buy
707
+70
+11% +$27.9K 0.22% 51
2022
Q4
$243K Buy
637
+231
+57% +$88.8K 0.2% 57
2022
Q3
$145K Buy
406
+72
+22% +$28.6K 0.12% 72
2022
Q2
$126K Buy
334
+13
+4% +$5.33K 0.13% 80
2022
Q1
$145K Sell
321
-576
-64% -$256K 0.13% 78
2021
Q4
$426K Buy
+897
New +$412K 0.41% 38

Other funds holding SPY

Rise Advisors's SPY Position: Q2 2026 in Review

Rise Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.2% in Q2 2026, buying an estimated $45K and bringing the position to 1,979 shares worth $1.48M. The position accounts for 0.42% of the portfolio, ranked #22.

Rise Advisors first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Rise Advisors held 1,979 shares of State Street SPDR S&P 500 ETF Trust worth $1.48M as of Q2 2026.
  • Rise Advisors bought 62 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $45K.
  • State Street SPDR S&P 500 ETF Trust made up 0.42% of Rise Advisors's portfolio in Q2 2026, its #22 holding.
  • Rise Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 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 Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.