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

Royal Fund 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	$74.7K	Buy	+100	New	+$72.5K	0.01%	280
2025 Q2	–	Sell	-100	Closed	-$55K	–	363
2025 Q1	$55K	Buy	+100	New	+$58.8K	0.01%	315
2024 Q2	–	Sell	-100	Closed	-$52.3K	–	341
2024 Q1	$52.3K	Sell	100 -200	-67%	-$99.6K	0.01%	323
2023 Q4	$143K	Buy	+300	New	+$134K	0.02%	280
2023 Q3	–	Sell	-2,200	Closed	-$975K	–	306
2023 Q2	$975K	Buy	2,200 +1,700	+340%	+$713K	0.12%	165
2023 Q1	$205K	Hold	500	–	–	0.03%	247
2022 Q4	$191K	Buy	+500	New	+$192K	0.03%	243
2020 Q2	–	Sell	-7	Closed	-$1K	–	511
2020 Q1	$1K	Buy	+7	New	+$2.13K	﹤0.01%	544

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

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

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Royal Fund Management's SPY Position: Q2 2026 in Review

Royal Fund Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 222% in Q2 2026, buying an estimated $15.3M and bringing the position to 30,509 shares worth $22.8M. The position accounts for 1.9% of the portfolio, ranked #4.

Royal Fund Management first reported a position in SPY in Q4 2016 and has held it in 37 quarters since. The position peaked at $26.5M in Q3 2024. 1,465 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Royal Fund Management held 30,509 shares of State Street SPDR S&P 500 ETF Trust worth $22.8M as of Q2 2026.
Royal Fund Management bought 21,035 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $15.3M.
State Street SPDR S&P 500 ETF Trust made up 1.9% of Royal Fund Management's portfolio in Q2 2026, its #4 holding.
Royal Fund Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2016 and has held it in 37 quarters since.
Royal Fund Management's State Street SPDR S&P 500 ETF Trust position peaked at $26.5M in Q3 2024.
1,465 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.