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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.95M Buy
2,609
+15
+0.6% +$10.9K 1.17% 21
2026
Q1
$1.69M Hold
2,594
1.14% 20
2025
Q4
$1.77M Buy
2,594
+3
+0.1% +$2.03K 1.21% 22
2025
Q3
$1.73M Sell
2,591
-1
-0% -$641 1.24% 21
2025
Q2
$1.6M Buy
2,592
+90
+4% +$51.4K 1.28% 22
2025
Q1
$1.4M Sell
2,502
-301
-11% -$177K 1.17% 23
2024
Q4
$1.64M Buy
2,803
+601
+27% +$354K 1.39% 19
2024
Q3
$1.26M Buy
2,202
+51
+2% +$28.2K 1.07% 23
2024
Q2
$1.17M Buy
2,151
+1
+0% +$523 1.03% 25
2024
Q1
$1.12M Buy
2,150
+1
+0% +$498 1.08% 24
2023
Q4
$1.02M Buy
+2,149
New +$957K 1% 23

Other funds holding SPY

Robinson Smith Wealth Advisors's SPY Position: Q2 2026 in Review

Robinson Smith Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.58% in Q2 2026, buying an estimated $10.9K and bringing the position to 2,609 shares worth $1.95M. The position accounts for 1.17% of the portfolio, ranked #21.

Robinson Smith Wealth Advisors first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Robinson Smith Wealth Advisors held 2,609 shares of State Street SPDR S&P 500 ETF Trust worth $1.95M as of Q2 2026.
  • Robinson Smith Wealth Advisors bought 15 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $10.9K.
  • State Street SPDR S&P 500 ETF Trust made up 1.17% of Robinson Smith Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • Robinson Smith Wealth 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.
  • 4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.