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

RWA Wealth Partners’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
2023 Q3	–	Sell	-500	Closed	-$295	–	387
2023 Q2	$295	Sell	500 -400	-44%	-$168K	﹤0.01%	328
2023 Q1	$2.99K	Buy	+900	New	+$359K	﹤0.01%	256
2022 Q4	–	Sell	-900	Closed	-$20K	–	272
2022 Q3	$20K	Hold	900	–	–	﹤0.01%	242
2022 Q2	$13K	Hold	900	–	–	﹤0.01%	240
2022 Q1	$8K	Buy	900 +300	+50%	+$134K	﹤0.01%	253
2021 Q4	$3K	Buy	+600	New	+$275K	﹤0.01%	249
2020 Q3	–	Sell	-12,900	Closed	-$206K	–	231
2020 Q2	$206K	Buy	+12,900	New	+$3.78M	0.03%	205

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

RWA Wealth Partners's SPY Position: Q1 2026 in Review

RWA Wealth Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.3% in Q1 2026, buying an estimated $4.2M and bringing the position to 149,003 shares worth $95.6M. The position accounts for 1.05% of the portfolio, ranked #16.

RWA Wealth Partners first reported a position in SPY in Q4 2016 and has held it in 38 quarters since. The position peaked at $97.4M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

RWA Wealth Partners held 149,003 shares of State Street SPDR S&P 500 ETF Trust worth $95.6M as of Q1 2026.
RWA Wealth Partners bought 6,171 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $4.2M.
State Street SPDR S&P 500 ETF Trust made up 1.05% of RWA Wealth Partners's portfolio in Q1 2026, its #16 holding.
RWA Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2016 and has held it in 38 quarters since.
RWA Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $97.4M in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.