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

RiverTree 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	$250K	Hold	384	–	–	0.16%	56
2025 Q4	$262K	Hold	384	–	–	0.17%	56
2025 Q3	$256K	Buy	384 +4	+1%	+$2.56K	0.16%	51
2025 Q2	$235K	Sell	380 -625	-62%	-$357K	0.16%	51
2025 Q1	$562K	Buy	1,005 +625	+164%	+$367K	0.38%	45
2024 Q4	$223K	Hold	380	–	–	0.15%	44
2024 Q3	$218K	Sell	380 -437	-53%	-$242K	0.15%	34
2024 Q2	$445K	Sell	817 -6	-0.7%	-$3.14K	0.3%	28
2024 Q1	$430K	Hold	823	–	–	0.29%	25
2023 Q4	$391K	Buy	+823	New	+$367K	0.27%	27
2022 Q1	–	Sell	-9,053	Closed	-$4.3M	–	48
2021 Q4	$4.3M	Sell	9,053 -79	-0.9%	-$36.3K	2.75%	17
2021 Q3	$3.92M	Buy	9,132 +7,524	+468%	+$3.32M	2.67%	16
2021 Q2	$688K	Buy	1,608 +721	+81%	+$301K	0.47%	32
2021 Q1	$352K	Sell	887 -8,939	-91%	-$3.45M	0.25%	33
2020 Q4	$3.67M	Buy	+9,826	New	+$3.49M	2.94%	15

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

RiverTree Advisors's SPY Position: Q1 2026 in Review

RiverTree Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 384 shares worth $250K. The position accounts for 0.16% of the portfolio, ranked #56.

RiverTree Advisors first reported a position in SPY in Q4 2020 and has held it in 15 quarters since. The position peaked at $4.3M in Q4 2021. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

RiverTree Advisors held 384 shares of State Street SPDR S&P 500 ETF Trust worth $250K as of Q1 2026.
RiverTree 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 0.16% of RiverTree Advisors's portfolio in Q1 2026, its #56 holding.
RiverTree Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 15 quarters since.
RiverTree Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $4.3M in Q4 2021.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on RiverTree Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.