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
2020 Q3	–	Sell	-4	Closed	-$23K	–	531
2020 Q2	$23K	Hold	4	–	–	﹤0.01%	476
2020 Q1	$10K	Buy	+4	New	+$1.22K	﹤0.01%	415

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. 4,667 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.
4,667 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.