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

Rowlandmiller & 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 		$812K Buy
1,087
+19
+2% +$13.8K 0.15% 92
2026
Q1 		$695K Buy
1,068
+78
+8% +$53K 0.14% 92
2025
Q4 		$675K Buy
990
+5
+0.5% +$3.38K 0.13% 96
2025
Q3 		$656K Buy
985
+1
+0.1% +$641 0.13% 96
2025
Q2 		$608K Buy
984
+7
+0.7% +$4K 0.13% 97
2025
Q1 		$547K Buy
977
+76
+8% +$44.7K 0.12% 97
2024
Q4 		$528K Buy
901
+10
+1% +$5.89K 0.11% 95
2024
Q3 		$512K Buy
891
+54
+6% +$29.9K 0.1% 104
2024
Q2 		$456K Hold
837
– – 0.1% 104
2024
Q1 		$438K Sell
837
-19
-2% -$9.46K 0.09% 105
2023
Q4 		$407K Hold
856
– – 0.09% 108
2023
Q3 		$366K Sell
856
-40
-4% -$17.8K 0.09% 109
2023
Q2 		$397K Hold
896
– – 0.09% 111
2023
Q1 		$367K Buy
896
+21
+2% +$8.38K 0.09% 112
2022
Q4 		$334K Buy
875
+26
+3% +$9.99K 0.08% 116
2022
Q3 		$303K Buy
849
+53
+7% +$21K 0.08% 118
2022
Q2 		$301K Buy
796
+55
+7% +$22.5K 0.08% 119
2022
Q1 		$335K Buy
741
+28
+4% +$12.5K 0.08% 116
2021
Q4 		$339K Buy
713
+217
+44% +$99.6K 0.08% 124
2021
Q3 		$153K Sell
496
-110
-18% -$48.5K 0.05% 131
2021
Q2 		$259K Sell
606
-10
-2% -$4.17K 0.06% 130
2021
Q1 		$244K Buy
616
+42
+7% +$16.2K 0.06% 130
2020
Q4 		$215K Buy
574
+88
+18% +$31.2K 0.06% 130
2020
Q3 		$125K Sell
486
-10
-2% -$3.31K 0.05% 134
2020
Q2 		$153K Buy
496
+10
+2% +$2.93K 0.05% 131
2020
Q1 		$125K Buy
+486
New +$148K 0.05% 134

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Rowlandmiller & Partners's SPY Position: Q2 2026 in Review

Rowlandmiller & Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.8% in Q2 2026, buying an estimated $13.8K and bringing the position to 1,087 shares worth $812K. The position accounts for 0.15% of the portfolio, ranked #92.

Rowlandmiller & Partners first reported a position in SPY in Q1 2020 and has held it in 26 quarters since. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Rowlandmiller & Partners held 1,087 shares of State Street SPDR S&P 500 ETF Trust worth $812K as of Q2 2026.
  • Rowlandmiller & Partners bought 19 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $13.8K.
  • State Street SPDR S&P 500 ETF Trust made up 0.15% of Rowlandmiller & Partners's portfolio in Q2 2026, its #92 holding.
  • Rowlandmiller & Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2020 and has held it in 26 quarters since.
  • 2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Rowlandmiller & Partners's 13F filing for Q2 2026, filed 23 Jul 2026.