IFG Advisory’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $1.69M | Buy |
1,932
+300
| +18% | +$228K | 0.06% | 330 |
|
|
2026
Q2 | $2.43M | Buy |
+1,632
| New | +$1.18M | 0.09% | 249 |
|
|
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
IFG Advisory's SPY Position: Q3 2026 in Review
IFG Advisory reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4% in Q3 2026, selling an estimated $2.69M and leaving 85,572 shares worth $65.3M. The position accounts for 2.17% of the portfolio, ranked #1.
IFG Advisory first reported a position in SPY in Q3 2019 and has held it in 29 quarters since. The position peaked at $67.1M in Q4 2025. 3,767 funds tracked by Wall St. Rank hold SPY as of Q3 2026.
- IFG Advisory held 85,572 shares of State Street SPDR S&P 500 ETF Trust worth $65.3M as of Q3 2026.
- IFG Advisory sold 3,540 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $2.69M.
- State Street SPDR S&P 500 ETF Trust made up 2.17% of IFG Advisory's portfolio in Q3 2026, its #1 holding.
- IFG Advisory first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2019 and has held it in 29 quarters since.
- IFG Advisory's State Street SPDR S&P 500 ETF Trust position peaked at $67.1M in Q4 2025.
- 3,767 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.
Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.