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

Riverchase 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 		– Sell
-588
Closed -$383K – 80
2026
Q1 		$383K Buy
+588
New +$400K 0.2% 58

Other funds holding SPY

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
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

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

Riverchase Wealth Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026, closing a stake of 588 shares — an estimated $383K sold.

Riverchase Wealth Management first reported a position in SPY in Q1 2026 and held it in 1 quarter. The position peaked at $383K in Q1 2026. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Riverchase Wealth Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q2 2026 after selling out during the quarter.
  • Riverchase Wealth Management sold 588 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $383K.
  • Riverchase Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2026 and held it in 1 quarter.
  • Riverchase Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $383K in Q1 2026.
  • 1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Riverchase Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.