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

Ritholtz Wealth Management’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
2021 Q3	–	Sell	-1,000	Closed	-$1K	–	574
2021 Q2	$1K	Sell	1,000 -2,300	-70%	-$960K	﹤0.01%	535
2021 Q1	$5K	Buy	+3,300	New	+$1.27M	﹤0.01%	475

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

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

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

Ritholtz Wealth Management's SPY Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 77% in Q1 2026, selling an estimated $99.3M and leaving 44,018 shares worth $28.6M. The position accounts for 0.5% of the portfolio, ranked #28.

Ritholtz Wealth Management first reported a position in SPY in Q4 2016 and has held it in 37 quarters since. The position peaked at $130M in Q4 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Ritholtz Wealth Management held 44,018 shares of State Street SPDR S&P 500 ETF Trust worth $28.6M as of Q1 2026.
Ritholtz Wealth Management sold 145,982 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $99.3M.
State Street SPDR S&P 500 ETF Trust made up 0.5% of Ritholtz Wealth Management's portfolio in Q1 2026, its #28 holding.
Ritholtz Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2016 and has held it in 37 quarters since.
Ritholtz Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $130M in Q4 2025.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.