Independent Advisor Alliance’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Independent Advisor Alliance’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	$10.1M	Sell	13,562 -231,415	-94%	-$168M	0.24%	62
2026 Q1	$159M	Buy	244,977 +230,166	+1,554%	+$156M	1.71%	7
2025 Q4	$10.1M	Buy	14,811 +2,871	+24%	+$1.94M	0.25%	58
2025 Q3	$7.95M	Buy	11,940 +2,801	+31%	+$1.8M	0.21%	77
2025 Q2	$5.65M	Buy	9,139 +1,922	+27%	+$1.1M	0.16%	103
2025 Q1	$4.04M	Sell	7,217 -201,472	-97%	-$118M	0.13%	139
2024 Q4	$122M	Buy	208,689 +205,246	+5,961%	+$121M	1.62%	10
2024 Q3	$1.98M	Sell	3,443 -6,291	-65%	-$3.48M	0.07%	225
2024 Q2	$5.3M	Buy	9,734 +1,606	+20%	+$841K	0.18%	96
2024 Q1	$4.25M	Buy	8,128 +301	+4%	+$150K	0.15%	117
2023 Q4	$3.72M	Buy	7,827 +1,745	+29%	+$777K	0.13%	129
2023 Q3	$2.6M	Sell	6,082 -490	-7%	-$218K	0.12%	167
2023 Q2	$2.91M	Hold	6,572	–	–	0.13%	145
2023 Q1	$2.69M	Sell	6,572 -791	-11%	-$316K	0.13%	145
2022 Q4	$2.82M	Buy	7,363 +210	+3%	+$80.7K	0.97%	17
2022 Q3	$2.56M	Buy	7,153 +4,604	+181%	+$1.83M	0.15%	130
2022 Q2	$962K	Buy	2,549 +727	+40%	+$298K	0.05%	274
2022 Q1	$823K	Sell	1,822 -493	-21%	-$219K	0.04%	309
2021 Q4	$1.1M	Buy	2,315 +121	+6%	+$55.5K	0.05%	264
2021 Q3	$941K	Sell	2,194 -399	-15%	-$176K	0.05%	278
2021 Q2	$1.11M	Buy	2,593 +927	+56%	+$387K	0.06%	263
2021 Q1	$660K	Sell	1,666 -698	-30%	-$269K	0.04%	319
2020 Q4	$884K	Buy	2,364 +766	+48%	+$272K	0.06%	236
2020 Q3	$528K	Sell	1,598 -23,688	-94%	-$7.85M	0.04%	285
2020 Q2	$3.5M	Buy	25,286 +22,178	+714%	+$6.49M	0.37%	54
2020 Q1	$801K	Sell	3,108 -124,399	-98%	-$37.9M	0.12%	144
2019 Q4	$41M	Buy	127,507 +78,510	+160%	+$24.2M	1.79%	5
2019 Q3	$15.1M	Buy	48,997 +425	+0.9%	+$126K	1.84%	7
2019 Q2	$14K	Buy	48,572 +874	+2%	+$252K	﹤0.01%	407
2019 Q1	$13.5M	Buy	47,698 +28,217	+145%	+$7.67M	1.89%	6
2018 Q4	$5.26M	Buy	+19,481	New	+$5.25M	0.93%	26
2017 Q2	–	Sell	-17,518	Closed	-$4.11M	–	383
2017 Q1	$4.11M	Buy	+17,518	New	+$4.07M	0.65%	40

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Independent Advisor Alliance's SPY Position: Q2 2026 in Review

Independent Advisor Alliance reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 94% in Q2 2026, selling an estimated $168M and leaving 13,562 shares worth $10.1M. The position accounts for 0.24% of the portfolio, ranked #62.

Independent Advisor Alliance first reported a position in SPY in Q1 2017 and has held it in 32 quarters since. The position peaked at $159M in Q1 2026. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Independent Advisor Alliance held 13,562 shares of State Street SPDR S&P 500 ETF Trust worth $10.1M as of Q2 2026.
Independent Advisor Alliance sold 231,415 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $168M.
State Street SPDR S&P 500 ETF Trust made up 0.24% of Independent Advisor Alliance's portfolio in Q2 2026, its #62 holding.
Independent Advisor Alliance first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2017 and has held it in 32 quarters since.
Independent Advisor Alliance's State Street SPDR S&P 500 ETF Trust position peaked at $159M in Q1 2026.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.