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	–	Sell	-1,544	Closed	-$663K	–	802
2025 Q4	$663K	Buy	1,544 +44	+3%	+$29.7K	0.03%	442
2025 Q3	$1.21M	Buy	1,500 +84	+6%	+$53.8K	0.06%	322
2025 Q2	$1.96M	Sell	1,416 -13	-0.9%	-$7.43K	0.1%	225
2025 Q1	$3.7M	Buy	+1,429	New	+$840K	0.21%	130
2024 Q3	–	Sell	-1,845	Closed	-$1.27M	–	585
2024 Q2	$1.27M	Buy	+1,845	New	+$966K	0.08%	250
2024 Q1	–	Sell	-1,889	Closed	-$1.47M	–	546
2023 Q4	$1.47M	Buy	1,889 +60	+3%	+$26.7K	0.11%	212
2023 Q3	$2.5M	Buy	+1,829	New	+$813K	0.21%	128
2022 Q4	–	Sell	-48	Closed	-$244K	–	537
2022 Q3	$244K	Buy	+48	New	+$19.1K	0.02%	455
2022 Q2	–	Sell	-1,077	Closed	-$267K	–	525
2022 Q1	$267K	Buy	+1,077	New	+$479K	0.03%	422
2021 Q4	–	Sell	-1,766	Closed	-$2.63M	–	514
2021 Q3	$2.63M	Buy	1,766 +57	+3%	+$25.1K	0.28%	80
2021 Q2	$2.61M	Buy	+1,709	New	+$713K	0.29%	77
2021 Q1	–	Sell	-1,082	Closed	-$456K	–	488
2020 Q4	$456K	Sell	1,082 -357	-25%	-$127K	0.06%	276
2020 Q3	$1.88M	Buy	+1,439	New	+$477K	0.3%	75
2020 Q2	–	Sell	-1,465	Closed	-$6.53M	–	397
2020 Q1	$6.53M	Buy	1,465 +27	+2%	+$8.24K	1.46%	10
2019 Q4	$936K	Hold	1,438	–	–	0.17%	145
2019 Q3	$604K	Buy	1,438 +6	+0.4%	+$1.77K	0.12%	200
2019 Q2	$745K	Buy	1,432 +67	+5%	+$19.3K	0.13%	155
2019 Q1	$970K	Buy	1,365 +23	+2%	+$6.25K	0.19%	120
2018 Q4	$1.17M	Buy	1,342 +21	+2%	+$5.66K	0.28%	84
2018 Q3	$307K	Buy	1,321 +113	+9%	+$32.2K	0.06%	286
2018 Q2	$814K	Sell	1,208 -60	-5%	-$16.2K	0.17%	132
2018 Q1	$1.5M	Buy	1,268 +645	+104%	+$176K	0.33%	71
2017 Q4	$221K	Buy	+623	New	+$162K	0.05%	299

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.