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

Ruedi 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 Q3	$1.1M	Buy	1,446 +72	+5%	+$54.7K	0.26%	28
2026 Q2	$1.03M	Hold	1,374	–	–	0.24%	29
2026 Q1	$894K	Hold	1,374	–	–	0.23%	29
2025 Q4	$937K	Sell	1,374 -154	-10%	-$104K	0.25%	30
2025 Q3	$1.02M	Hold	1,528	–	–	0.29%	27
2025 Q2	$944K	Buy	1,528 +1	+0.1%	+$572	0.28%	31
2025 Q1	$854K	Buy	1,527 +1	+0.1%	+$588	0.27%	27
2024 Q4	$895K	Sell	1,526 -64	-4%	-$37.7K	0.28%	23
2024 Q3	$912K	Buy	1,590 +1	+0.1%	+$553	0.31%	23
2024 Q2	$865K	Sell	1,589 -1	-0.1%	-$523	0.34%	23
2024 Q1	$832K	Buy	1,590 +1	+0.1%	+$498	0.35%	26
2023 Q4	$755K	Sell	1,589 -151	-9%	-$67.3K	0.36%	27
2023 Q3	$744K	Sell	1,740 -5	-0.3%	-$2.22K	0.43%	21
2023 Q2	$774K	Buy	1,745 +1	+0.1%	+$420	0.45%	19
2023 Q1	$714K	Sell	1,744 -23	-1%	-$9.18K	0.46%	19
2022 Q4	$676K	Buy	+1,767	New	+$679K	0.48%	19

Other funds holding SPY

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Ruedi Wealth Management's SPY Position: Q3 2026 in Review

Ruedi Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.2% in Q3 2026, buying an estimated $54.7K and bringing the position to 1,446 shares worth $1.1M. The position accounts for 0.26% of the portfolio, ranked #28.

Ruedi Wealth Management first reported a position in SPY in Q4 2022 and has held it in 16 quarters since. 4,165 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Ruedi Wealth Management held 1,446 shares of State Street SPDR S&P 500 ETF Trust worth $1.1M as of Q3 2026.
Ruedi Wealth Management bought 72 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $54.7K.
State Street SPDR S&P 500 ETF Trust made up 0.26% of Ruedi Wealth Management's portfolio in Q3 2026, its #28 holding.
Ruedi Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 16 quarters since.
4,165 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Ruedi Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.