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

RW Investment 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 Q2	$1.09M	Hold	1,457	–	–	0.1%	45
2026 Q1	$948K	Buy	+1,457	New	+$991K	0.09%	47
2025 Q3	$880K	Hold	1,321	–	–	0.09%	43
2025 Q2	$816K	Sell	1,321 -21	-2%	-$12K	0.09%	45
2025 Q1	$751K	Buy	1,342 +3	+0.2%	+$1.76K	0.09%	42
2024 Q4	$785K	Sell	1,339 -63	-4%	-$37.1K	0.1%	45
2024 Q3	$804K	Hold	1,402	–	–	0.1%	46
2024 Q2	$763K	Sell	1,402 -100	-7%	-$52.3K	0.1%	45
2024 Q1	$786K	Hold	1,502	–	–	0.11%	43
2023 Q4	$714K	Hold	1,502	–	–	0.11%	40
2023 Q3	$642K	Hold	1,502	–	–	0.12%	40
2023 Q2	$666K	Hold	1,502	–	–	0.14%	42
2023 Q1	$615K	Buy	1,502 +731	+95%	+$292K	0.17%	42
2022 Q4	$295K	Buy	+771	New	+$296K	0.12%	62

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RW Investment Management's SPY Position: Q2 2026 in Review

RW Investment Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 1,457 shares worth $1.09M. The position accounts for 0.1% of the portfolio, ranked #45.

RW Investment Management first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. 4,658 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

RW Investment Management held 1,457 shares of State Street SPDR S&P 500 ETF Trust worth $1.09M as of Q2 2026.
RW Investment Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.1% of RW Investment Management's portfolio in Q2 2026, its #45 holding.
RW Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 14 quarters since.
4,658 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on RW Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.