Ruggaard & Associates’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Ruggaard & Associates's SPY Position: Q1 2026 in Review
Ruggaard & Associates reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8.1% in Q1 2026, selling an estimated $54.4K and leaving 912 shares worth $593K. The position accounts for 0.24% of the portfolio, ranked #60.
Ruggaard & Associates first reported a position in SPY in Q1 2023 and has held it in 13 quarters since. The position peaked at $676K in Q4 2025. 4,558 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Ruggaard & Associates held 912 shares of State Street SPDR S&P 500 ETF Trust worth $593K as of Q1 2026.
- Ruggaard & Associates sold 80 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $54.4K.
- State Street SPDR S&P 500 ETF Trust made up 0.24% of Ruggaard & Associates's portfolio in Q1 2026, its #60 holding.
- Ruggaard & Associates first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2023 and has held it in 13 quarters since.
- Ruggaard & Associates's State Street SPDR S&P 500 ETF Trust position peaked at $676K in Q4 2025.
- 4,558 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Ruggaard & Associates's 13F filing for Q1 2026, filed 26 May 2026.