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Position history for RWA WEALTH PARTNERS, LLCRWA WEALTH PARTNERS, LLC's holdings in STATE STREET SPDR S&P 500 ETF TRUST CL USD INC

RWA WEALTH PARTNERS, LLC holds 165,670 shares of SPY (STATE STREET SPDR S&P 500 ETF TRUST CL USD INC), worth $110.7M as of 2026-Q2. The position was increased (+11.2% shares). SPY represents 1.1% of RWA WEALTH PARTNERS, LLC's portfolio.

Current Value

$110.7M

Current Shares

165,670

Total Value Change

+$53.2M

Total Shares Change

+65,466

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
165,670
+11.2%
$110.7M1.1%$746.77
53
2026-Q1
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

Other major holders of SPY: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, JANE STREET GROUP, LLC

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