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 Q3	$290K	Hold	380	–	–	0.17%	60
2026 Q2	$284K	Sell	380 -4	-1%	-$2.9K	0.17%	58
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

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

RiverTree Advisors's SPY Position: Q3 2026 in Review

RiverTree Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 380 shares worth $290K. The position accounts for 0.17% of the portfolio, ranked #60.

RiverTree Advisors first reported a position in SPY in Q4 2020 and has held it in 17 quarters since. The position peaked at $4.3M in Q4 2021. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

RiverTree Advisors held 380 shares of State Street SPDR S&P 500 ETF Trust worth $290K as of Q3 2026.
RiverTree Advisors left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 0.17% of RiverTree Advisors's portfolio in Q3 2026, its #60 holding.
RiverTree Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 17 quarters since.
RiverTree Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $4.3M in Q4 2021.
1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

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