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RKL Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

RKL Wealth Management’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 		$4.37M Sell
6,717
-26
-0.4% -$17.7K 0.39% 34
2025
Q4 		$4.6M Sell
6,743
-939
-12% -$635K 0.38% 36
2025
Q3 		$5.12M Sell
7,682
-216
-3% -$138K 0.44% 31
2025
Q2 		$4.88M Sell
7,898
-939
-11% -$537K 0.43% 32
2025
Q1 		$4.94M Buy
8,837
+239
+3% +$140K 0.47% 33
2024
Q4 		$5.04M Sell
8,598
-66
-0.8% -$38.9K 0.45% 34
2024
Q3 		$4.97M Buy
8,664
+1
+0% +$553 0.45% 33
2024
Q2 		$4.71M Buy
8,663
+143
+2% +$74.8K 0.45% 34
2024
Q1 		$4.46M Sell
8,520
-20
-0.2% -$9.96K 0.44% 35
2023
Q4 		$4.06M Buy
8,540
+296
+4% +$132K 0.44% 37
2023
Q3 		$3.52M Sell
8,244
-651
-7% -$290K 0.43% 39
2023
Q2 		$3.94M Buy
8,895
+1
+0% +$420 0.47% 35
2023
Q1 		$3.64M Hold
8,894
– – 0.46% 37
2022
Q4 		$3.4M Hold
8,894
– – 0.45% 38
2022
Q3 		$3.18M Hold
8,894
– – 0.46% 39
2022
Q2 		$3.35M Hold
8,894
– – 0.46% 39
2022
Q1 		$4.02M Buy
8,894
+58
+0.7% +$25.8K 0.48% 36
2021
Q4 		$4.2M Sell
8,836
-34
-0.4% -$15.6K 0.5% 36
2021
Q3 		$3.81M Hold
8,870
– – 0.48% 38
2021
Q2 		$3.8M Buy
8,870
+715
+9% +$298K 0.48% 38
2021
Q1 		$3.23M Hold
8,155
– – 0.43% 37
2020
Q4 		$3.05M Sell
8,155
-825
-9% -$293K 0.43% 40
2020
Q3 		$3.01M Hold
8,980
– – 0.48% 39
2020
Q2 		$2.77M Hold
8,980
– – 0.47% 39
2020
Q1 		$2.31M Hold
8,980
– – 0.48% 38
2019
Q4 		$2.89M Hold
8,980
– – 0.52% 41
2019
Q3 		$2.67M Sell
8,980
-249
-3% -$73.6K 0.51% 40
2019
Q2 		$2.7M Sell
9,229
-629
-6% -$181K 0.5% 41
2019
Q1 		$2.79M Buy
9,858
+1,301
+15% +$353K 0.55% 41
2018
Q4 		$2.14M Sell
8,557
-232
-3% -$62.6K 0.49% 43
2018
Q3 		$2.56M Sell
8,789
-295
-3% -$84K 0.54% 43
2018
Q2 		$2.46M Buy
9,084
+1
+0% +$270 0.56% 43
2018
Q1 		$2.39M Buy
9,083
+2
+0% +$546 0.56% 42
2017
Q4 		$2.42M Buy
9,081
+1
+0% +$260 0.6% 41
2017
Q3 		$2.28M Sell
9,080
-49
-0.5% -$12.1K 0.64% 43
2017
Q2 		$2.21M Buy
9,129
+5,695
+166% +$1.36M 0.7% 42
2017
Q1 		$809K Buy
3,434
+239
+7% +$55.5K 0.33% 59
2016
Q4 		$714K Sell
3,195
-27
-0.8% -$5.9K 0.34% 55
2016
Q3 		$697K Sell
3,222
-266
-8% -$57.5K 0.35% 54
2016
Q2 		$733K Buy
3,488
+1,864
+115% +$387K 0.38% 48
2016
Q1 		$334K Sell
1,624
-30
-2% -$5.85K 0.19% 50
2015
Q4 		$337 Buy
1,654
+130
+9% +$26.7K 0.16% 43
2015
Q3 		$292K Buy
1,524
+150
+11% +$30.4K 0.18% 45
2015
Q2 		$283K Hold
1,374
– – 0.17% 46
2015
Q1 		$284K Buy
1,374
+74
+6% +$15.3K 0.17% 51
2014
Q4 		$267K Sell
1,300
-1,150
-47% -$231K 0.17% 53
2014
Q3 		$483K Buy
2,450
+1,250
+104% +$247K 0.34% 40
2014
Q2 		$235K Buy
+1,200
New +$228K 0.17% 56

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RKL Wealth Management's SPY Position: Q1 2026 in Review

RKL Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.39% in Q1 2026, selling an estimated $17.7K and leaving 6,717 shares worth $4.37M. The position accounts for 0.39% of the portfolio, ranked #34.

RKL Wealth Management first reported a position in SPY in Q2 2014 and has held it in 48 quarters since. The position peaked at $5.12M in Q3 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • RKL Wealth Management held 6,717 shares of State Street SPDR S&P 500 ETF Trust worth $4.37M as of Q1 2026.
  • RKL Wealth Management sold 26 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $17.7K.
  • State Street SPDR S&P 500 ETF Trust made up 0.39% of RKL Wealth Management's portfolio in Q1 2026, its #34 holding.
  • RKL Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2014 and has held it in 48 quarters since.
  • RKL Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $5.12M in Q3 2025.
  • 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.