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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
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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

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

Riverbend Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.6% in Q2 2026, buying an estimated $90.6K and bringing the position to 2,340 shares worth $1.75M. The position accounts for 0.88% of the portfolio, ranked #29.

Riverbend Wealth Management first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 2,423 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Riverbend Wealth Management held 2,340 shares of State Street SPDR S&P 500 ETF Trust worth $1.75M as of Q2 2026.
  • Riverbend Wealth Management bought 125 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $90.6K.
  • State Street SPDR S&P 500 ETF Trust made up 0.88% of Riverbend Wealth Management's portfolio in Q2 2026, its #29 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 7 quarters since.
  • 2,423 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.