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RITHOLTZ WEALTH MANAGEMENT: SPYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RITHOLTZ WEALTH MANAGEMENT on SPYM, newest first. How the timeline and the estimate are built.

RITHOLTZ WEALTH MANAGEMENT held 56,487 SPYM shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 56,487 shares
    Change vs previous 13F -3,807 shares

    0.07% of the 13F portfolio, value $4,964,046.

    13F-HR/A 0001698218-26-000006 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 60,294 shares
    Change vs previous 13F +11,788 shares

    0.08% of the 13F portfolio, value $4,614,871.

    13F-HR 0001698218-26-000003 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 48,506 shares
    Change vs previous 13F +275 shares

    0.07% of the 13F portfolio, value $3,891,189.

    13F-HR 0001698218-26-000001 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 48,231 shares
    Change vs previous 13F +385 shares

    0.07% of the 13F portfolio, value $3,778,408.

    13F-HR 0001698218-25-000004 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 47,846 shares
    Change vs previous 13F -2,915 shares

    0.08% of the 13F portfolio, value $3,477,911.

    13F-HR 0001085146-25-004188 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 50,761 shares
    Change vs previous 13F +33,203 shares

    0.1% of the 13F portfolio, value $3,338,027.

    13F-HR 0001085146-25-002136 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 17,558 shares
    Change vs previous 13F -2 shares

    0.04% of the 13F portfolio, value $1,210,419.

    13F-HR 0001085146-25-000201 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 17,560 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,185,472.

    13F-HR 0001085146-24-004785 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).