Royal Capital Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Royal Capital Wealth Management’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	$21.6M	Buy	33,178 +302	+0.9%	+$205K	13.43%	1
2025 Q4	$22.4M	Buy	32,876 +81	+0.2%	+$54.7K	13.23%	1
2025 Q3	$21.8M	Buy	32,795 +1,229	+4%	+$788K	13.4%	1
2025 Q2	$19.5M	Buy	31,566 +95	+0.3%	+$54.3K	12.97%	1
2025 Q1	$17.6M	Buy	31,471 +133	+0.4%	+$78.2K	12.34%	1
2024 Q4	$18.4M	Buy	31,338 +712	+2%	+$419K	12.88%	1
2024 Q3	$17.6M	Buy	30,626 +2,025	+7%	+$1.12M	12.42%	1
2024 Q2	$15.6M	Buy	28,601 +395	+1%	+$207K	11.72%	1
2024 Q1	$14.8M	Buy	28,206 +751	+3%	+$374K	11.59%	1
2023 Q4	$13M	Buy	27,455 +1,606	+6%	+$715K	11.3%	1
2023 Q3	$11.1M	Buy	25,849 +6,097	+31%	+$2.71M	10.59%	1
2023 Q2	$8.76M	Buy	19,752 +7,971	+68%	+$3.35M	8.25%	1
2023 Q1	$4.82M	Buy	11,781 +1,371	+13%	+$547K	4.86%	4
2022 Q4	$3.98M	Buy	10,410 +43	+0.4%	+$16.5K	4.23%	5
2022 Q3	$3.7M	Buy	10,367 +137	+1%	+$54.4K	4.31%	4
2022 Q2	$3.86M	Buy	10,230 +2,602	+34%	+$1.07M	4.19%	4
2022 Q1	$3.44M	Buy	7,628 +241	+3%	+$107K	3.37%	6
2021 Q4	$3.51M	Buy	+7,387	New	+$3.39M	3.4%	6

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

Royal Capital Wealth Management's SPY Position: Q1 2026 in Review

Royal Capital Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.92% in Q1 2026, buying an estimated $205K and bringing the position to 33,178 shares worth $21.6M. The position accounts for 13.43% of the portfolio, ranked #1.

Royal Capital Wealth Management first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. The position peaked at $22.4M in Q4 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Royal Capital Wealth Management held 33,178 shares of State Street SPDR S&P 500 ETF Trust worth $21.6M as of Q1 2026.
Royal Capital Wealth Management bought 302 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $205K.
State Street SPDR S&P 500 ETF Trust made up 13.43% of Royal Capital Wealth Management's portfolio in Q1 2026, its #1 holding.
Royal Capital Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 18 quarters since.
Royal Capital Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $22.4M in Q4 2025.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Royal Capital Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.