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

RVW Wealth’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	$1.12M	Sell	1,463 -38	-3%	-$28.9K	0.07%	77
2026 Q2	$1.12M	Buy	1,501 +500	+50%	+$363K	0.07%	73
2026 Q1	$651K	Sell	1,001 -704	-41%	-$479K	0.05%	97
2025 Q4	$1.16M	Buy	1,705 +892	+110%	+$603K	0.09%	69
2025 Q3	$541K	Buy	813 +100	+14%	+$64.1K	0.04%	104
2025 Q2	$440K	Sell	713 -174	-20%	-$99.5K	0.04%	110
2025 Q1	$496K	Buy	887 +292	+49%	+$172K	0.05%	96
2024 Q4	$349K	Sell	595 -2	-0.3%	-$1.18K	0.03%	113
2024 Q3	$343K	Buy	597 +22	+4%	+$12.2K	0.03%	115
2024 Q2	$313K	Hold	575	–	–	0.03%	116
2024 Q1	$301K	Hold	575	–	–	0.03%	118
2023 Q4	$273K	Sell	575 -76	-12%	-$33.9K	0.03%	117
2023 Q3	$278K	Buy	651 +80	+14%	+$35.6K	0.03%	112
2023 Q2	$253K	Buy	571 +27	+5%	+$11.3K	0.03%	126
2023 Q1	$223K	Sell	544 -598	-52%	-$239K	0.03%	148
2022 Q4	$437K	Buy	1,142 +113	+11%	+$43.4K	0.06%	103
2022 Q3	$368K	Buy	1,029 +110	+12%	+$43.7K	0.05%	105
2022 Q2	$347K	Hold	919	–	–	0.05%	107
2022 Q1	$415K	Sell	919 -901	-50%	-$401K	0.05%	102
2021 Q4	$864K	Buy	1,820 +976	+116%	+$448K	0.1%	71
2021 Q3	$0	Buy	844 +179	+27%	+$79K	﹤0.01%	115
2021 Q2	$0	Buy	665 +1	+0.2%	+$417	﹤0.01%	107
2021 Q1	$1M	Buy	+664	New	+$256K	0.13%	96

Other funds holding SPY

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

RVW Wealth's SPY Position: Q3 2026 in Review

RVW Wealth reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.5% in Q3 2026, selling an estimated $28.9K and leaving 1,463 shares worth $1.12M. The position accounts for 0.07% of the portfolio, ranked #77.

RVW Wealth first reported a position in SPY in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.16M in Q4 2025. 1,528 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

RVW Wealth held 1,463 shares of State Street SPDR S&P 500 ETF Trust worth $1.12M as of Q3 2026.
RVW Wealth sold 38 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $28.9K.
State Street SPDR S&P 500 ETF Trust made up 0.07% of RVW Wealth's portfolio in Q3 2026, its #77 holding.
RVW Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2021 and has held it in 23 quarters since.
RVW Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $1.16M in Q4 2025.
1,528 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.