RiverFront Investment Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

RiverFront Investment Group’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	$2.32M	Buy	3,113 +1,520	+95%	+$1.1M	0.03%	164
2026 Q1	$1.04M	Hold	1,593	–	–	0.02%	194
2025 Q4	$1.09M	Buy	1,593 +5	+0.3%	+$3.38K	0.02%	155
2025 Q3	$1.06M	Buy	1,588 +224	+16%	+$144K	0.02%	147
2025 Q2	$843K	Sell	1,364 -22	-2%	-$12.6K	0.02%	158
2025 Q1	$775K	Buy	1,386 +33	+2%	+$19.4K	0.02%	157
2024 Q4	$793K	Buy	1,353 +22	+2%	+$13K	0.02%	134
2024 Q3	$764K	Buy	1,331 +86	+7%	+$47.6K	0.02%	121
2024 Q2	$678K	Buy	1,245 +554	+80%	+$290K	0.02%	104
2024 Q1	$361K	Buy	+691	New	+$344K	0.01%	104
2013 Q3	–	Sell	-296,196	Closed	-$47.5M	–	80
2013 Q2	$47.5M	Buy	+296,196	New	+$47.7M	1.6%	18

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

RiverFront Investment Group's SPY Position: Q2 2026 in Review

RiverFront Investment Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 95% in Q2 2026, buying an estimated $1.1M and bringing the position to 3,113 shares worth $2.32M. The position accounts for 0.03% of the portfolio, ranked #164.

RiverFront Investment Group first reported a position in SPY in Q2 2013 and has held it in 11 quarters since. The position peaked at $47.5M in Q2 2013. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

RiverFront Investment Group held 3,113 shares of State Street SPDR S&P 500 ETF Trust worth $2.32M as of Q2 2026.
RiverFront Investment Group bought 1,520 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.1M.
State Street SPDR S&P 500 ETF Trust made up 0.03% of RiverFront Investment Group's portfolio in Q2 2026, its #164 holding.
RiverFront Investment Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 11 quarters since.
RiverFront Investment Group's State Street SPDR S&P 500 ETF Trust position peaked at $47.5M in Q2 2013.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.