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

IFG 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 		$90.5M Buy
121,150
+706
+0.6% +$512K 12.47% 1
2026
Q1 		$78.3M Buy
120,444
+7,464
+7% +$5.07M 12.83% 1
2025
Q4 		$77M Sell
112,980
-3,180
-3% -$2.15M 12.82% 1
2025
Q3 		$77.4M Buy
116,160
+413
+0.4% +$265K 12.63% 1
2025
Q2 		$71.5M Buy
115,747
+2,559
+2% +$1.46M 12.01% 1
2025
Q1 		$63.3M Sell
113,188
-2,656
-2% -$1.56M 12.2% 1
2024
Q4 		$67.9M Buy
115,844
+4,395
+4% +$2.59M 13.5% 1
2024
Q3 		$63.9M Buy
111,449
+3,401
+3% +$1.88M 13.67% 1
2024
Q2 		$58.8M Buy
108,048
+4,257
+4% +$2.23M 13.9% 1
2024
Q1 		$54.3M Buy
103,791
+11,400
+12% +$5.68M 14.05% 1
2023
Q4 		$43.9M Buy
92,391
+21,222
+30% +$9.45M 12.88% 1
2023
Q3 		$30.4M Buy
71,169
+9,434
+15% +$4.2M 10.81% 2
2023
Q2 		$27.4M Buy
61,735
+4,051
+7% +$1.7M 9.71% 3
2023
Q1 		$23.6M Buy
57,684
+2,805
+5% +$1.12M 9.3% 3
2022
Q4 		$21M Buy
54,879
+411
+0.8% +$158K 9.17% 2
2022
Q3 		$19.5M Buy
54,468
+1,434
+3% +$569K 9.85% 3
2022
Q2 		$20M Buy
53,034
+643
+1% +$263K 10.12% 3
2022
Q1 		$23.7M Buy
52,391
+1,431
+3% +$637K 10.45% 2
2021
Q4 		$24.2M Sell
50,960
-80
-0.2% -$36.7K 10.25% 2
2021
Q3 		$21.9M Buy
51,040
+6
+0% +$2.65K 10.04% 3
2021
Q2 		$21.8M Buy
51,034
+2,509
+5% +$1.05M 10.41% 2
2021
Q1 		$19.2M Buy
48,525
+5,372
+12% +$2.07M 10.52% 3
2020
Q4 		$16.1M Buy
43,153
+1,997
+5% +$708K 9.99% 3
2020
Q3 		$13.8M Buy
41,156
+3,894
+10% +$1.29M 9.75% 3
2020
Q2 		$11.5M Buy
37,262
+7,765
+26% +$2.27M 9.08% 3
2020
Q1 		$7.6M Sell
29,497
-7,595
-20% -$2.32M 7.51% 4
2019
Q4 		$11.9M Buy
37,092
+2,096
+6% +$645K 9.86% 3
2019
Q3 		$10.4M Buy
+34,996
New +$10.3M 9.67% 3

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

IFG Advisors's SPY Position: Q2 2026 in Review

IFG Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.59% in Q2 2026, buying an estimated $512K and bringing the position to 121,150 shares worth $90.5M. The position accounts for 12.47% of the portfolio, ranked #1.

IFG Advisors first reported a position in SPY in Q3 2019 and has held it in 28 quarters since. 2,268 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • IFG Advisors held 121,150 shares of State Street SPDR S&P 500 ETF Trust worth $90.5M as of Q2 2026.
  • IFG Advisors bought 706 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $512K.
  • State Street SPDR S&P 500 ETF Trust made up 12.47% of IFG Advisors's portfolio in Q2 2026, its #1 holding.
  • IFG Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2019 and has held it in 28 quarters since.
  • 2,268 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.