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Allied Investment Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Allied Investment Advisors’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
2026
Q2 		$931K Sell
1,247
-26
-2% -$18.9K 0.12% 60
2026
Q1 		$828K Buy
1,273
+5
+0.4% +$3.4K 0.12% 55
2025
Q4 		$865K Sell
1,268
-418
-25% -$283K 0.13% 54
2025
Q3 		$1.12M Buy
1,686
+534
+46% +$342K 0.18% 50
2025
Q2 		$712K Hold
1,152
– – 0.12% 51
2025
Q1 		$644K Buy
1,152
+218
+23% +$128K 0.12% 53
2024
Q4 		$547K Buy
934
+15
+2% +$8.84K 0.11% 51
2024
Q3 		$527K Hold
919
– – 0.1% 50
2024
Q2 		$500K Buy
919
+367
+66% +$192K 0.12% 49
2024
Q1 		$288K Sell
552
-419
-43% -$209K 0.07% 54
2023
Q4 		$462K Buy
+971
New +$433K 0.13% 47

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Allied Investment Advisors's SPY Position: Q2 2026 in Review

Allied Investment Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2% in Q2 2026, selling an estimated $18.9K and leaving 1,247 shares worth $931K. The position accounts for 0.12% of the portfolio, ranked #60.

Allied Investment Advisors first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.12M in Q3 2025. 2,287 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Allied Investment Advisors held 1,247 shares of State Street SPDR S&P 500 ETF Trust worth $931K as of Q2 2026.
  • Allied Investment Advisors sold 26 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $18.9K.
  • State Street SPDR S&P 500 ETF Trust made up 0.12% of Allied Investment Advisors's portfolio in Q2 2026, its #60 holding.
  • Allied Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
  • Allied Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $1.12M in Q3 2025.
  • 2,287 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.