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

IFG Advisory’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 Q1	$85.8K	Sell	132 -98,301	-100%	-$66.8M	0.25%	91
2025 Q4	$67.1M	Buy	98,433 +7,552	+8%	+$5.1M	2.92%	1
2025 Q3	$60.5M	Buy	90,881 +11,836	+15%	+$7.59M	2.75%	1
2025 Q2	$48.8M	Buy	79,045 +2,251	+3%	+$1.29M	2.45%	1
2025 Q1	$43M	Buy	76,794 +2,361	+3%	+$1.39M	2.38%	2
2024 Q4	$43.6M	Sell	74,433 -25	-0%	-$14.7K	2.47%	3
2024 Q3	$42.7M	Sell	74,458 -9,452	-11%	-$5.23M	2.72%	3
2024 Q2	$45.7M	Buy	83,910 +83,228	+12,204%	+$43.6M	2.93%	1
2024 Q1	$357K	Sell	682 -91,749	-99%	-$45.7M	0.03%	332
2023 Q4	$43.9M	Sell	92,431 -42,646	-32%	-$19M	3.21%	1
2023 Q3	$57.7M	Sell	135,077 -4,035	-3%	-$1.79M	4.86%	1
2023 Q2	$61.7M	Buy	139,112 +60,576	+77%	+$25.4M	5.47%	1
2023 Q1	$32.2M	Buy	78,536 +2,793	+4%	+$1.11M	3.01%	2
2022 Q4	$29M	Sell	75,743 -55,018	-42%	-$21.1M	2.88%	4
2022 Q3	$46.7M	Buy	130,761 +33,074	+34%	+$13.1M	4.25%	1
2022 Q2	$36.9M	Buy	97,687 +7,533	+8%	+$3.09M	3.91%	1
2022 Q1	$40.7M	Sell	90,154 -142	-0.2%	-$63.2K	4.11%	1
2021 Q4	$42.9M	Buy	90,296 +2,439	+3%	+$1.12M	4.18%	1
2021 Q3	$37.7M	Sell	87,857 -2,492	-3%	-$1.1M	4.06%	1
2021 Q2	$38.7M	Buy	90,349 +34,322	+61%	+$14.3M	4.3%	1
2021 Q1	$22.2M	Buy	56,027 +5,381	+11%	+$2.08M	2.77%	3
2020 Q4	$18.9M	Buy	50,646 +2,360	+5%	+$837K	2.62%	5
2020 Q3	$16.2M	Buy	48,286 +12,133	+34%	+$4.02M	2.62%	6
2020 Q2	$11.1M	Buy	36,153 +4,619	+15%	+$1.35M	2.01%	8
2020 Q1	$8.13M	Buy	31,534 +3,721	+13%	+$1.14M	1.81%	8
2019 Q4	$8.95M	Buy	27,813 +404	+1%	+$124K	1.63%	9
2019 Q3	$8.13M	Buy	+27,409	New	+$8.1M	1.58%	7

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFG Advisory's SPY Position: Q1 2026 in Review

IFG Advisory reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 100% in Q1 2026, selling an estimated $66.8M and leaving 132 shares worth $85.8K. The position accounts for 0.25% of the portfolio, ranked #91.

IFG Advisory first reported a position in SPY in Q3 2019 and has held it in 27 quarters since. The position peaked at $67.1M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

IFG Advisory held 132 shares of State Street SPDR S&P 500 ETF Trust worth $85.8K as of Q1 2026.
IFG Advisory sold 98,301 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $66.8M.
State Street SPDR S&P 500 ETF Trust made up 0.25% of IFG Advisory's portfolio in Q1 2026, its #91 holding.
IFG Advisory first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2019 and has held it in 27 quarters since.
IFG Advisory's State Street SPDR S&P 500 ETF Trust position peaked at $67.1M in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.