Rothschild Capital Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Rothschild Capital Partners’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 Q2	$1M	Buy	1,344 +3	+0.2%	+$2.17K	0.22%	45
2026 Q1	$872K	Buy	1,341 +3	+0.2%	+$2.04K	0.21%	43
2025 Q4	$912K	Buy	1,338 +1	+0.1%	+$676	0.21%	36
2025 Q3	$891K	Sell	1,337 -4	-0.3%	-$2.56K	0.21%	34
2025 Q2	$829K	Buy	1,341 +25	+2%	+$14.3K	0.22%	30
2025 Q1	$736K	Buy	1,316 +4	+0.3%	+$2.35K	0.19%	35
2024 Q4	$769K	Buy	1,312 +4	+0.3%	+$2.36K	0.19%	35
2024 Q3	$750K	Buy	1,308 +4	+0.3%	+$2.21K	0.21%	31
2024 Q2	$709K	Sell	1,304 -27,808	-96%	-$14.6M	0.2%	30
2024 Q1	$15.2M	Sell	29,112 -255	-0.9%	-$127K	4.42%	8
2023 Q4	$14M	Buy	+29,367	New	+$13.1M	4.4%	10
2017 Q1	–	Sell	-30,267	Closed	-$6.77M	–	54
2016 Q4	$6.77M	Buy	+30,267	New	+$6.61M	2.88%	13
2015 Q1	–	Sell	-10,430	Closed	-$2.14M	–	46
2014 Q4	$2.14M	Buy	+10,430	New	+$2.1M	1.03%	24

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rothschild Capital Partners's SPY Position: Q2 2026 in Review

Rothschild Capital Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.22% in Q2 2026, buying an estimated $2.17K and bringing the position to 1,344 shares worth $1M. The position accounts for 0.22% of the portfolio, ranked #45.

Rothschild Capital Partners first reported a position in SPY in Q4 2014 and has held it in 13 quarters since. The position peaked at $15.2M in Q1 2024. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Rothschild Capital Partners held 1,344 shares of State Street SPDR S&P 500 ETF Trust worth $1M as of Q2 2026.
Rothschild Capital Partners bought 3 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.17K.
State Street SPDR S&P 500 ETF Trust made up 0.22% of Rothschild Capital Partners's portfolio in Q2 2026, its #45 holding.
Rothschild Capital Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2014 and has held it in 13 quarters since.
Rothschild Capital Partners's State Street SPDR S&P 500 ETF Trust position peaked at $15.2M in Q1 2024.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Rothschild Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.