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
2019 Q1	–	Sell	-1,300	Closed	-$322K	–	3301
2018 Q4	$322K	Buy	1,300 +200	+18%	+$53.9K	0.02%	689
2018 Q3	$320K	Buy	1,100 +400	+57%	+$114K	0.01%	858
2018 Q2	$190K	Buy	+700	New	+$189K	0.01%	1090
2018 Q1	–	Sell	-12,600	Closed	-$3.36M	–	3828
2017 Q4	$3.36M	Buy	12,600 +10,600	+530%	+$2.76M	0.15%	156
2017 Q3	$502K	Buy	+2,000	New	+$493K	0.02%	693
2016 Q4	–	Sell	-180,000	Closed	-$38.9M	–	4122
2016 Q3	$38.9M	Buy	+180,000	New	+$38.9M	2.02%	1

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. 1,502 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.
1,502 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.