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 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

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

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

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

SDAM

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

RVW Wealth's SPY Position: Q2 2026 in Review

RVW Wealth increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 50% in Q2 2026, buying an estimated $363K and bringing the position to 1,501 shares worth $1.12M. The position accounts for 0.07% of the portfolio, ranked #73.

RVW Wealth first reported a position in SPY in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.16M in Q4 2025. 906 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

RVW Wealth held 1,501 shares of State Street SPDR S&P 500 ETF Trust worth $1.12M as of Q2 2026.
RVW Wealth bought 500 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $363K.
State Street SPDR S&P 500 ETF Trust made up 0.07% of RVW Wealth's portfolio in Q2 2026, its #73 holding.
RVW Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2021 and has held it in 22 quarters since.
RVW Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $1.16M in Q4 2025.
906 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.