Rosenblum Silverman Sutton’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Rosenblum Silverman Sutton’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	$1.37M	Sell	2,104 -24	-1%	-$16.3K	0.36%	46
2025 Q4	$1.45M	Buy	2,128 +37	+2%	+$25K	0.34%	46
2025 Q3	$1.39M	Sell	2,091 -160	-7%	-$103K	0.32%	45
2025 Q2	$1.39M	Buy	2,251 +372	+20%	+$213K	0.34%	44
2025 Q1	$1.05M	Buy	1,879 +14	+0.8%	+$8.23K	0.29%	45
2024 Q4	$1.09M	Sell	1,865 -9	-0.5%	-$5.3K	0.27%	48
2024 Q3	$1.08M	Sell	1,874 -17	-0.9%	-$9.4K	0.28%	48
2024 Q2	$1.03M	Hold	1,891	–	–	0.28%	47
2024 Q1	$989K	Sell	1,891 -29	-2%	-$14.4K	0.28%	49
2023 Q4	$913K	Sell	1,920 -3	-0.2%	-$1.34K	0.29%	49
2023 Q3	$822K	Sell	1,923 -26	-1%	-$11.6K	0.28%	49
2023 Q2	$864K	Sell	1,949 -34	-2%	-$14.3K	0.29%	47
2023 Q1	$812K	Sell	1,983 -18	-0.9%	-$7.18K	0.3%	45
2022 Q4	$765K	Sell	2,001 -7	-0.3%	-$2.69K	0.28%	46
2022 Q3	$717K	Hold	2,008	–	–	0.26%	51
2022 Q2	$758K	Buy	2,008 +103	+5%	+$42.2K	0.25%	51
2022 Q1	$860K	Buy	1,905 +6	+0.3%	+$2.67K	0.22%	48
2021 Q4	$902K	Sell	1,899 -18	-0.9%	-$8.26K	0.2%	49
2021 Q3	$823K	Sell	1,917 -56	-3%	-$24.7K	0.19%	49
2021 Q2	$845K	Sell	1,973 -16	-0.8%	-$6.68K	0.19%	49
2021 Q1	$788K	Sell	1,989 -10	-0.5%	-$3.86K	0.2%	48
2020 Q4	$747K	Sell	1,999 -60	-3%	-$21.3K	0.19%	47
2020 Q3	$690K	Sell	2,059 -61	-3%	-$20.2K	0.19%	47
2020 Q2	$654K	Buy	2,120 +20	+1%	+$5.85K	0.21%	46
2020 Q1	$541K	Buy	+2,100	New	+$641K	0.22%	54

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

Rosenblum Silverman Sutton's SPY Position: Q1 2026 in Review

Rosenblum Silverman Sutton reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.1% in Q1 2026, selling an estimated $16.3K and leaving 2,104 shares worth $1.37M. The position accounts for 0.36% of the portfolio, ranked #46.

Rosenblum Silverman Sutton first reported a position in SPY in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.45M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Rosenblum Silverman Sutton held 2,104 shares of State Street SPDR S&P 500 ETF Trust worth $1.37M as of Q1 2026.
Rosenblum Silverman Sutton sold 24 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $16.3K.
State Street SPDR S&P 500 ETF Trust made up 0.36% of Rosenblum Silverman Sutton's portfolio in Q1 2026, its #46 holding.
Rosenblum Silverman Sutton first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2020 and has held it in 25 quarters since.
Rosenblum Silverman Sutton's State Street SPDR S&P 500 ETF Trust position peaked at $1.45M in Q4 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Rosenblum Silverman Sutton's 13F filing for Q1 2026, filed 13 May 2026.