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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

MSU

Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

Riversedge Advisors's SPY Position: Q2 2026 in Review

Riversedge Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8.1% in Q2 2026, selling an estimated $29.7K and leaving 465 shares worth $347K. The position accounts for 0.05% of the portfolio, ranked #177.

Riversedge Advisors first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 1,996 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Riversedge Advisors held 465 shares of State Street SPDR S&P 500 ETF Trust worth $347K as of Q2 2026.
Riversedge Advisors sold 41 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $29.7K.
State Street SPDR S&P 500 ETF Trust made up 0.05% of Riversedge Advisors's portfolio in Q2 2026, its #177 holding.
Riversedge Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
1,996 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.