Ritter Daniher Financial Advisory’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Ritter Daniher Financial Advisory’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	$806K	Sell	1,079 -14	-1%	-$10.2K	0.12%	86
2026 Q1	$711K	Sell	1,093 -15	-1%	-$10.2K	0.12%	85
2025 Q4	$756K	Buy	1,108 +37	+3%	+$25K	0.13%	83
2025 Q3	$714K	Buy	1,071 +7	+0.7%	+$4.49K	0.13%	81
2025 Q2	$657K	Sell	1,064 -19	-2%	-$10.9K	0.16%	49
2025 Q1	$606K	Sell	1,083 -2	-0.2%	-$1.18K	0.17%	47
2024 Q4	$636K	Sell	1,085 -25	-2%	-$14.7K	0.18%	44
2024 Q3	$637K	Buy	1,110 +4	+0.4%	+$2.21K	0.19%	43
2024 Q2	$602K	Sell	1,106 -27	-2%	-$14.1K	0.19%	42
2024 Q1	$593K	Sell	1,133 -1	-0.1%	-$498	0.2%	42
2023 Q4	$539K	Sell	1,134 -212	-16%	-$94.4K	0.2%	46
2023 Q3	$575K	Sell	1,346 -37	-3%	-$16.5K	0.24%	43
2023 Q2	$613K	Hold	1,383	–	–	0.25%	39
2023 Q1	$566K	Hold	1,383	–	–	0.25%	38
2022 Q4	$529K	Sell	1,383 -105	-7%	-$40.4K	0.25%	40
2022 Q3	$531K	Hold	1,488	–	–	0.38%	38
2022 Q2	$561K	Buy	1,488 +300	+25%	+$123K	0.4%	30
2022 Q1	$537K	Buy	1,188 +56	+5%	+$24.9K	0.37%	30
2021 Q4	$538K	Hold	1,132	–	–	0.36%	30
2021 Q3	$486K	Hold	1,132	–	–	0.36%	29
2021 Q2	$485K	Sell	1,132 -50	-4%	-$20.9K	0.36%	29
2021 Q1	$468K	Sell	1,182 -21	-2%	-$8.1K	0.37%	29
2020 Q4	$450K	Buy	+1,203	New	+$427K	0.39%	30

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

Ritter Daniher Financial Advisory's SPY Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.3% in Q2 2026, selling an estimated $10.2K and leaving 1,079 shares worth $806K. The position accounts for 0.12% of the portfolio, ranked #86.

Ritter Daniher Financial Advisory first reported a position in SPY in Q4 2020 and has held it in 23 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Ritter Daniher Financial Advisory held 1,079 shares of State Street SPDR S&P 500 ETF Trust worth $806K as of Q2 2026.
Ritter Daniher Financial Advisory sold 14 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $10.2K.
State Street SPDR S&P 500 ETF Trust made up 0.12% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #86 holding.
Ritter Daniher Financial Advisory first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 23 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 Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.