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

IFP 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	$57.4M	Sell	76,832 -11,928	-13%	-$8.65M	1.04%	9
2026 Q1	$57.7M	Sell	88,760 -5,812	-6%	-$3.95M	1.2%	6
2025 Q4	$64.5M	Buy	94,572 +5,811	+7%	+$3.93M	1.45%	3
2025 Q3	$59.1M	Buy	88,761 +2,506	+3%	+$1.61M	1.54%	4
2025 Q2	$53.3M	Buy	86,255 +25,854	+43%	+$14.8M	1.52%	3
2025 Q1	$33.8M	Sell	60,401 -54,686	-48%	-$32.1M	1.04%	8
2024 Q4	$67.5M	Buy	115,087 +30,321	+36%	+$17.9M	2.21%	2
2024 Q3	$48.6M	Sell	84,766 -5,916	-7%	-$3.27M	1.75%	3
2024 Q2	$49.4M	Buy	90,682 +37,864	+72%	+$19.8M	1.96%	3
2024 Q1	$27.6M	Sell	52,818 -37,631	-42%	-$18.7M	1.21%	6
2023 Q4	$43M	Buy	90,449 +16,802	+23%	+$7.48M	2.03%	3
2023 Q3	$31.5M	Sell	73,647 -6,420	-8%	-$2.86M	1.42%	4
2023 Q2	$35.5M	Buy	80,067 +3,362	+4%	+$1.41M	1.48%	4
2023 Q1	$15.2M	Sell	76,705 -23,888	-24%	-$9.53M	0.66%	24
2022 Q4	$20M	Sell	100,593 -20,351	-17%	-$7.82M	0.53%	24
2022 Q3	$24.1M	Buy	120,944 +5,087	+4%	+$2.02M	0.63%	15
2022 Q2	$23.4M	Hold	115,857	–	–	0.75%	8
2022 Q1	$23.4M	Sell	115,857 -10,213	-8%	-$4.55M	0.75%	8
2021 Q4	$59.9M	Buy	126,070 +9,882	+9%	+$4.54M	1.17%	12
2021 Q3	$49.9M	Buy	116,188 +14,549	+14%	+$6.42M	1%	14
2021 Q2	$43.5M	Sell	101,639 -2,081	-2%	-$869K	0.9%	13
2021 Q1	$41.1M	Sell	103,720 -28,037	-21%	-$10.8M	0.8%	14
2020 Q4	$49.2M	Buy	131,757 +17,901	+16%	+$6.35M	1.99%	7
2020 Q3	$38.1M	Sell	113,856 -3,155	-3%	-$1.05M	2.27%	5
2020 Q2	$35.6M	Buy	117,011 +26,742	+30%	+$7.83M	2.82%	2
2020 Q1	$23.6M	Sell	90,269 -15,974	-15%	-$4.87M	2.38%	3
2019 Q4	$34.3M	Sell	106,243 -13,224	-11%	-$4.07M	2.58%	2
2019 Q3	$35.3M	Buy	+119,467	New	+$35.3M	2.36%	1
2019 Q1	$31.9M	Sell	112,986 -5,364	-5%	-$1.46M	4.36%	1
2018 Q4	$29.3M	Sell	118,350 -9,714	-8%	-$2.62M	1.79%	3
2018 Q3	$37.2M	Sell	128,064 -5,689	-4%	-$1.62M	1.52%	5
2018 Q2	$36.3M	Buy	133,753 +8,427	+7%	+$2.28M	1.53%	5
2018 Q1	$33.4M	Buy	125,326 +12,600	+11%	+$3.44M	1.52%	5
2017 Q4	$30.1M	Sell	112,726 -18,059	-14%	-$4.7M	1.36%	6
2017 Q3	$32.9M	Sell	130,785 -4,263	-3%	-$1.05M	1.3%	5
2017 Q2	$32.7M	Buy	135,048 +14,093	+12%	+$3.38M	1.38%	5
2017 Q1	$28.5M	Buy	120,955 +4,873	+4%	+$1.13M	1.24%	7
2016 Q4	$25.9M	Sell	116,082 -10,805	-9%	-$2.36M	1.25%	6
2016 Q3	$27.4M	Sell	126,887 -3,129	-2%	-$676K	1.43%	6
2016 Q2	$27.2M	Buy	130,016 +17,030	+15%	+$3.53M	1.52%	6
2016 Q1	$31.9M	Buy	112,986 +20,072	+22%	+$3.92M	4.36%	1
2015 Q4	$18.9M	Buy	+92,914	New	+$19.1M	1.27%	5

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

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

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

IFP Advisors's SPY Position: Q2 2026 in Review

IFP Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 13% in Q2 2026, selling an estimated $8.65M and leaving 76,832 shares worth $57.4M. The position accounts for 1.04% of the portfolio, ranked #9.

IFP Advisors first reported a position in SPY in Q4 2015 and has held it in 42 quarters since. The position peaked at $67.5M in Q4 2024. 1,491 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

IFP Advisors held 76,832 shares of State Street SPDR S&P 500 ETF Trust worth $57.4M as of Q2 2026.
IFP Advisors sold 11,928 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $8.65M.
State Street SPDR S&P 500 ETF Trust made up 1.04% of IFP Advisors's portfolio in Q2 2026, its #9 holding.
IFP Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2015 and has held it in 42 quarters since.
IFP Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $67.5M in Q4 2024.
1,491 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.