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

IFS 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 Q3	$4.44M	Buy	+5,826	New	+$4.43M	1.34%	21
2024 Q4	–	Sell	-11	Closed	-$6.31K	–	191
2024 Q3	$6.31K	Hold	11	–	–	0.01%	87
2024 Q2	$5.99K	Hold	11	–	–	0.01%	86
2024 Q1	$5.75K	Hold	11	–	–	0.01%	86
2023 Q4	$5.23K	Hold	11	–	–	0.01%	84
2023 Q3	$4.7K	Hold	11	–	–	0.01%	82
2023 Q2	$4.88K	Hold	11	–	–	0.01%	80
2023 Q1	$4.5K	Hold	11	–	–	0.02%	68
2022 Q4	$4.21K	Hold	11	–	–	0.01%	76
2022 Q3	$3K	Buy	+11	New	+$4.37K	0.01%	74

Other funds holding SPY

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

IFS Advisors's SPY Position: Q3 2026 in Review

IFS Advisors opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2026: 5,826 shares worth $4.44M. The stake represents 1.34% of the portfolio and ranks #21 among its holdings. This is a return to the name: IFS Advisors previously reported a position in SPY as recently as Q3 2024.

IFS Advisors first reported a position in SPY in Q3 2022 and has held it in 10 quarters since. 1,372 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

IFS Advisors held 5,826 shares of State Street SPDR S&P 500 ETF Trust worth $4.44M as of Q3 2026.
State Street SPDR S&P 500 ETF Trust was a new IFS Advisors position in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 1.34% of IFS Advisors's portfolio in Q3 2026, its #21 holding.
IFS Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2022 and has held it in 10 quarters since.
1,372 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.