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 $1.81T 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

Ritholtz Wealth Management's SPY Position: Q2 2026 in Review

Ritholtz Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 302% in Q2 2026, buying an estimated $96.3M and bringing the position to 176,908 shares worth $132M. The position accounts for 1.97% of the portfolio, ranked #12.

Ritholtz Wealth Management first reported a position in SPY in Q4 2016 and has held it in 38 quarters since. 4,667 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Ritholtz Wealth Management held 176,908 shares of State Street SPDR S&P 500 ETF Trust worth $132M as of Q2 2026.
Ritholtz Wealth Management bought 132,890 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $96.3M.
State Street SPDR S&P 500 ETF Trust made up 1.97% of Ritholtz Wealth Management's portfolio in Q2 2026, its #12 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 38 quarters since.
4,667 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.