Riverbend Wealth Management
SPY icon

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

Riverbend 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
2026
Q3 		$1.79M Buy
2,342
+2
+0.1% +$1.52K 0.81% 36
2026
Q2 		$1.75M Buy
2,340
+125
+6% +$90.6K 0.88% 29
2026
Q1 		$1.44M Buy
2,215
+8
+0.4% +$5.44K 0.83% 30
2025
Q4 		$1.51M Hold
2,207
– – 0.93% 30
2025
Q3 		$1.47M Sell
2,207
-82
-4% -$52.6K 1.03% 26
2025
Q2 		$1.41M Buy
2,289
+191
+9% +$109K 1.07% 24
2025
Q1 		$1.17M Buy
2,098
+65
+3% +$38.2K 1.05% 25
2024
Q4 		$1.19M Buy
+2,033
New +$1.2M 1.06% 24

Other funds holding SPY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Riverbend Wealth Management's SPY Position: Q3 2026 in Review

Riverbend Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.09% in Q3 2026, buying an estimated $1.52K and bringing the position to 2,342 shares worth $1.79M. The position accounts for 0.81% of the portfolio, ranked #36.

Riverbend Wealth Management first reported a position in SPY in Q4 2024 and has held it in 8 quarters since. 3,158 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Riverbend Wealth Management held 2,342 shares of State Street SPDR S&P 500 ETF Trust worth $1.79M as of Q3 2026.
  • Riverbend Wealth Management bought 2 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $1.52K.
  • State Street SPDR S&P 500 ETF Trust made up 0.81% of Riverbend Wealth Management's portfolio in Q3 2026, its #36 holding.
  • Riverbend Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 8 quarters since.
  • 3,158 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.