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 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 $1.56T 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

Rothschild Capital Partners's SPY Position: Q1 2026 in Review

Rothschild Capital Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.22% in Q1 2026, buying an estimated $2.04K and bringing the position to 1,341 shares worth $872K. The position accounts for 0.21% of the portfolio, ranked #43.

Rothschild Capital Partners first reported a position in SPY in Q4 2014 and has held it in 12 quarters since. The position peaked at $15.2M in Q1 2024. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Rothschild Capital Partners held 1,341 shares of State Street SPDR S&P 500 ETF Trust worth $872K as of Q1 2026.
Rothschild Capital Partners bought 3 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $2.04K.
State Street SPDR S&P 500 ETF Trust made up 0.21% of Rothschild Capital Partners's portfolio in Q1 2026, its #43 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 12 quarters since.
Rothschild Capital Partners's State Street SPDR S&P 500 ETF Trust position peaked at $15.2M in Q1 2024.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Rothschild Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.