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SPY
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Position history for RWA WEALTH PARTNERS, LLC's holdings in State Street Spdr S&p 500 Etf Trust TR UNIT

RWA WEALTH PARTNERS, LLC holds 149,003 shares of SPY (State Street Spdr S&p 500 Etf Trust TR UNIT), worth $95.6M as of 2026-Q1. The position was increased (+4.3% shares). SPY represents 1.0% of RWA WEALTH PARTNERS, LLC's portfolio.

Current Value

$95.6M

Current Shares

149,003

Total Value Change

+$41.6M

Total Shares Change

+49,702

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
149,003
+4.3%
$95.6M1.0%$680.33
49
2025-Q4
Increased
142,832
+3.1%
$97.4M1.1%$687.01
49
2025-Q3
Decreased
138,593
-0.1%
$92.3M1.0%$661.72
0
2025-Q2
Decreased
138,769
-0.3%
$85.7M1.1%$611.40
0
2025-Q1
Increased
139,150
+27.9%
$77.8M1.0%$550.86
52
2024-Q4
Increased
108,795
+8.6%
$63.8M0.8%$581.39
45
2024-Q3
Increased
100,204
+0.9%
$57.5M0.7%$562.94
42
2024-Q2
Increased
99,301
+6.8%
$54M0.7%$534.46
44

Other major holders of SPY: JPMORGAN CHASE & CO

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