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

Riverstone 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 Q1	$1.64M	Hold	2,526	–	–	0.81%	19
2025 Q4	$1.72M	Buy	2,526 +10	+0.4%	+$6.76K	0.81%	17
2025 Q3	$1.68M	Sell	2,516 -341	-12%	-$219K	0.82%	19
2025 Q2	$1.77M	Buy	2,857 +180	+7%	+$103K	0.95%	18
2025 Q1	$1.5M	Sell	2,677 -50	-2%	-$29.4K	0.9%	18
2024 Q4	$1.6M	Buy	2,727 +38	+1%	+$22.4K	0.91%	18
2024 Q3	$1.54M	Hold	2,689	–	–	0.9%	18
2024 Q2	$1.46M	Hold	2,689	–	–	0.9%	19
2024 Q1	$1.41M	Buy	2,689 +200	+8%	+$99.6K	0.84%	21
2023 Q4	$1.18M	Hold	2,489	–	–	0.77%	24
2023 Q3	$1.06M	Hold	2,489	–	–	0.74%	22
2023 Q2	$1.1M	Sell	2,489 -82	-3%	-$34.4K	0.67%	25
2023 Q1	$1.05M	Buy	2,571 +2	+0.1%	+$798	0.67%	24
2022 Q4	$982K	Sell	2,569 -485	-16%	-$186K	0.68%	22
2022 Q3	$1.09M	Buy	3,054 +341	+13%	+$135K	0.7%	23
2022 Q2	$1.02M	Buy	2,713 +718	+36%	+$294K	0.64%	25
2022 Q1	$901K	Sell	1,995 -305	-13%	-$136K	0.46%	25
2021 Q4	$1.09M	Hold	2,300	–	–	0.48%	23
2021 Q3	$987K	Hold	2,300	–	–	0.46%	21
2021 Q2	$985K	Sell	2,300 -751	-25%	-$313K	0.47%	23
2021 Q1	$1.21M	Hold	3,051	–	–	0.63%	22
2020 Q4	$1.14M	Sell	3,051 -460	-13%	-$163K	0.63%	22
2020 Q3	$1.18M	Sell	3,511 -110	-3%	-$36.5K	0.78%	20
2020 Q2	$1.12M	Buy	3,621 +305	+9%	+$89.3K	0.83%	21
2020 Q1	$855K	Buy	3,316 +376	+13%	+$115K	0.86%	20
2019 Q4	$946K	Hold	2,940	–	–	0.71%	24
2019 Q3	$873K	Hold	2,940	–	–	0.67%	23
2019 Q2	$861K	Sell	2,940 -261	-8%	-$75.2K	0.67%	24
2019 Q1	$904K	Hold	3,201	–	–	0.76%	24
2018 Q4	$800K	Buy	+3,201	New	+$863K	0.8%	23

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Riverstone Advisors's SPY Position: Q1 2026 in Review

Riverstone Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 2,526 shares worth $1.64M. The position accounts for 0.81% of the portfolio, ranked #19.

Riverstone Advisors first reported a position in SPY in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.77M in Q2 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Riverstone Advisors held 2,526 shares of State Street SPDR S&P 500 ETF Trust worth $1.64M as of Q1 2026.
Riverstone Advisors left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.81% of Riverstone Advisors's portfolio in Q1 2026, its #19 holding.
Riverstone Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 30 quarters since.
Riverstone Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $1.77M in Q2 2025.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Riverstone Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.