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 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 $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RW Investment Management's SPY Position: Q1 2026 in Review

RW Investment Management opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026: 1,457 shares worth $948K. The stake represents 0.09% of the portfolio and ranks #47 among its holdings. This is a return to the name: RW Investment Management previously reported a position in SPY as recently as Q3 2025.

RW Investment Management first reported a position in SPY in Q4 2022 and has held it in 13 quarters since. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

RW Investment Management held 1,457 shares of State Street SPDR S&P 500 ETF Trust worth $948K as of Q1 2026.
State Street SPDR S&P 500 ETF Trust was a new RW Investment Management position in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.09% of RW Investment Management's portfolio in Q1 2026, its #47 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 13 quarters since.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.