Riversedge Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Riversedge Advisors’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	$353K	Sell	463 -2	-0.4%	-$1.52K	0.04%	205
2026 Q2	$347K	Sell	465 -41	-8%	-$29.7K	0.05%	177
2026 Q1	$329K	Buy	506 +71	+16%	+$48.3K	0.05%	134
2025 Q4	$297K	Buy	435 +1	+0.2%	+$676	0.05%	146
2025 Q3	$289K	Buy	434 +1	+0.2%	+$641	0.05%	133
2025 Q2	$267K	Sell	433 -91	-17%	-$52K	0.05%	98
2025 Q1	$293K	Buy	524 +91	+21%	+$53.5K	0.07%	91
2024 Q4	$254K	Buy	433 +1	+0.2%	+$589	0.06%	86
2024 Q3	$248K	Buy	432 +1	+0.2%	+$553	0.06%	77
2024 Q2	$234K	Buy	431 +2	+0.5%	+$1.05K	0.06%	80
2024 Q1	$225K	Buy	429 +1	+0.2%	+$498	0.06%	79
2023 Q4	$203K	Buy	+428	New	+$191K	0.06%	76

Other funds holding SPY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Riversedge Advisors's SPY Position: Q3 2026 in Review

Riversedge Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.43% in Q3 2026, selling an estimated $1.52K and leaving 463 shares worth $353K. The position accounts for 0.04% of the portfolio, ranked #205.

Riversedge Advisors first reported a position in SPY in Q4 2023 and has held it in 12 quarters since. 2,984 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Riversedge Advisors held 463 shares of State Street SPDR S&P 500 ETF Trust worth $353K as of Q3 2026.
Riversedge Advisors sold 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 0.04% of Riversedge Advisors's portfolio in Q3 2026, its #205 holding.
Riversedge Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 12 quarters since.
2,984 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.