Robinson Smith Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Robinson Smith Wealth Advisors's SPY Position: Q3 2026 in Review
Robinson Smith Wealth Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 2,609 shares worth $1.99M. The position accounts for 1.22% of the portfolio, ranked #20.
Robinson Smith Wealth Advisors first reported a position in SPY in Q4 2023 and has held it in 12 quarters since. 4,165 funds tracked by Wall St. Rank hold SPY as of Q3 2026.
- Robinson Smith Wealth Advisors held 2,609 shares of State Street SPDR S&P 500 ETF Trust worth $1.99M as of Q3 2026.
- Robinson Smith Wealth 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 1.22% of Robinson Smith Wealth Advisors's portfolio in Q3 2026, its #20 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 12 quarters since.
- 4,165 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.
Based on Robinson Smith Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.