IHT Wealth Management’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
Q1
$51.7M Buy
79,446
+49,446
+165% +$33.6M 1.2% 13
2025
Q4
$545K Buy
30,000
+29,000
+2,900% +$19.6M 0.01% 728
2025
Q3
$392K Buy
+1,000
New +$641K 0.01% 827

Other funds holding SPY

IHT Wealth Management's SPY Position: Q1 2026 in Review

IHT Wealth Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026, closing a stake of 60,475 shares — an estimated $41.1M sold.

IHT Wealth Management first reported a position in SPY in Q4 2016 and held it in 37 quarters. The position peaked at $58.7M in Q3 2024. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • IHT Wealth Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2026 after selling out during the quarter.
  • IHT Wealth Management sold 60,475 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $41.1M.
  • IHT Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2016 and held it in 37 quarters.
  • IHT Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $58.7M in Q3 2024.
  • 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.