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 Q2	$24.7M	Sell	33,110 -68	-0.2%	-$49.3K	13.88%	1
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 $1.81T 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

Royal Capital Wealth Management's SPY Position: Q2 2026 in Review

Royal Capital Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.2% in Q2 2026, selling an estimated $49.3K and leaving 33,110 shares worth $24.7M. The position accounts for 13.88% of the portfolio, ranked #1.

Royal Capital Wealth Management first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. 4,655 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Royal Capital Wealth Management held 33,110 shares of State Street SPDR S&P 500 ETF Trust worth $24.7M as of Q2 2026.
Royal Capital Wealth Management sold 68 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $49.3K.
State Street SPDR S&P 500 ETF Trust made up 13.88% of Royal Capital Wealth Management's portfolio in Q2 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 19 quarters since.
4,655 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Royal Capital Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.