B. Riley Wealth Advisors 13F: Adds $8.9M to SPY Stake
The investment firm boosted its holdings by 34.7%, reflecting confidence in the ETF.
Reviewed by automated data checks against the source filing. How we make and check alerts
B. Riley Wealth Advisors added 11,684 shares to its stake in State Street SPDR S&P 500 ETF Trust ($SPY), a 34.67% increase, according to a 13F filing with the SEC dated October 13, 2026. It reported 45,385 shares worth $34.61 million at the end of the quarter.
Since the filing, $SPY is down 1.9% to date (from the $778.01 close on Oct 13, 2026).
Find the original: B. Riley Wealth Advisors 13F filings on SEC EDGAR
SPY
State Street SPDR S&P 500 ETF Trust
Key Points
- B. Riley Wealth Advisors increased its position in the SPDR S&P 500 ETF Trust by 34.7%, adding 11,684 shares.
- B. Riley Wealth Advisors held 45,385 $SPY shares at quarter end, up 34.67% from the prior quarter.
- The ETF's 52-week range is between $629.28 and $779.37, with a P/E ratio of 24.99.
- The fund's new stake is valued at $34.6 million, according to its latest 13F filing.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated State Street SPDR S&P 500 ETF Trust alert may contain errors. Disclosures
B. Riley Wealth Advisors has increased its holdings in the State Street SPDR S&P 500 ETF Trust (NYSEArca: SPY). The firm boosted its position by 34.7%, adding 11,684 shares to bring its total to 45,385 shares. As of the latest 13F filing, the value of this stake is approximately $34.6 million.
B. Riley Wealth Advisors vs. the S&P 500
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What Changed in B. Riley Wealth Advisors' SPDR S&P 500 ETF Position
B. Riley Wealth Advisors previously held 33,701 shares of the SPDR S&P 500 ETF Trust and has now increased its holdings to 45,385 shares. This represents a 34.7% increase, with the added shares bringing the total value of the position to about $34.6 million.
State Street SPDR S&P 500 ETF Trust Stock Down 0.9%
Shares of NYSEArca: SPY traded near their previous close of $761.69. The SPDR S&P 500 ETF Trust has a P/E ratio of 24.99 and a 52-week range between $629.28 and $779.37. The ETF's 50-day moving average is $760.10, and its 200-day moving average stands at $716.74. Investors can also note a dividend yield of 0.98%.
About State Street SPDR S&P 500 ETF Trust
The State Street SPDR S&P 500 ETF Trust is designed to track the performance of the S&P 500 Index by holding a portfolio of common stocks that mirror the index. Each stock in the portfolio is weighted similarly to its weight in the index. The ETF trades on the NYSEArca and offers investors a way to gain exposure to the broad U.S. stock market.
Bottom Line
B. Riley Wealth Advisors' increased stake in the SPDR S&P 500 ETF Trust suggests confidence in the broad market represented by the S&P 500. As a 13F filing, this information reflects the firm's holdings as of the end of the reporting period and may not represent its current position. Investors often track such filings to gauge the sentiment and investment strategies of institutional players.
Related Filing Alerts
Source: B. Riley Wealth Advisors's 13F filing on $SPY (Oct 13, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: B. Riley Wealth Advisors 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts