RTD Financial Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

RTD Financial Advisors’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	$2.81M	Buy	3,760 +115	+3%	+$83.4K	0.31%	51
2026 Q1	$2.37M	Buy	3,645 +330	+10%	+$224K	0.29%	53
2025 Q4	$2.26M	Buy	3,315 +171	+5%	+$116K	0.28%	52
2025 Q3	$2.09M	Sell	3,144 -139	-4%	-$89.1K	0.25%	53
2025 Q2	$2.03M	Buy	3,283 +106	+3%	+$60.6K	0.26%	51
2025 Q1	$1.78M	Sell	3,177 -180	-5%	-$106K	0.24%	51
2024 Q4	$1.97M	Sell	3,357 -31	-0.9%	-$18.3K	0.25%	50
2024 Q3	$1.94M	Sell	3,388 -161	-5%	-$89K	0.25%	48
2024 Q2	$1.93M	Sell	3,549 -467	-12%	-$244K	0.26%	49
2024 Q1	$2.1M	Sell	4,016 -12	-0.3%	-$5.97K	0.28%	47
2023 Q4	$1.91M	Sell	4,028 -13	-0.3%	-$5.79K	0.27%	48
2023 Q3	$1.73M	Buy	4,041 +654	+19%	+$291K	0.26%	53
2023 Q2	$1.5M	Hold	3,387	–	–	0.22%	53
2023 Q1	$1.39M	Sell	3,387 -64	-2%	-$25.5K	0.21%	52
2022 Q4	$1.32M	Buy	3,451 +64	+2%	+$24.6K	0.22%	50
2022 Q3	$1.21M	Sell	3,387 -300	-8%	-$119K	0.22%	52
2022 Q2	$1.39M	Buy	3,687 +17	+0.5%	+$6.96K	0.21%	55
2022 Q1	$1.66M	Sell	3,670 -43	-1%	-$19.1K	0.22%	51
2021 Q4	$1.76M	Buy	+3,713	New	+$1.7M	0.23%	52

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

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

RTD Financial Advisors's SPY Position: Q2 2026 in Review

RTD Financial Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.2% in Q2 2026, buying an estimated $83.4K and bringing the position to 3,760 shares worth $2.81M. The position accounts for 0.31% of the portfolio, ranked #51.

RTD Financial Advisors first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

RTD Financial Advisors held 3,760 shares of State Street SPDR S&P 500 ETF Trust worth $2.81M as of Q2 2026.
RTD Financial Advisors bought 115 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $83.4K.
State Street SPDR S&P 500 ETF Trust made up 0.31% of RTD Financial Advisors's portfolio in Q2 2026, its #51 holding.
RTD Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 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 RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.