IFG Advisors
SPY icon

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
Q3 		$91.8M Sell
120,434
-716
-0.6% -$544K 12.59% 1
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 $84.4B AUM 20.16% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

IFG Advisors's SPY Position: Q3 2026 in Review

IFG Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.59% in Q3 2026, selling an estimated $544K and leaving 120,434 shares worth $91.8M. The position accounts for 12.59% of the portfolio, ranked #1.

IFG Advisors first reported a position in SPY in Q3 2019 and has held it in 29 quarters since. 2,238 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • IFG Advisors held 120,434 shares of State Street SPDR S&P 500 ETF Trust worth $91.8M as of Q3 2026.
  • IFG Advisors sold 716 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $544K.
  • State Street SPDR S&P 500 ETF Trust made up 12.59% of IFG Advisors's portfolio in Q3 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 29 quarters since.
  • 2,238 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on IFG Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.