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	-2	Closed	-$4K	–	532
2020 Q2	$4K	Buy	+2	New	+$585	﹤0.01%	483
2020 Q1	–	Sell	-10	Closed	-$12K	–	804
2019 Q4	$12K	Buy	+10	New	+$3.08K	﹤0.01%	880
2019 Q2	–	Sell	-40	Closed	-$22K	–	474
2019 Q1	$22K	Buy	+40	New	+$10.9K	﹤0.01%	436

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Independent Advisor Alliance's SPY Position: Q1 2026 in Review

Independent Advisor Alliance increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1,554% in Q1 2026, buying an estimated $156M and bringing the position to 244,977 shares worth $159M. The position accounts for 1.71% of the portfolio, ranked #7.

Independent Advisor Alliance first reported a position in SPY in Q1 2017 and has held it in 31 quarters since. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Independent Advisor Alliance held 244,977 shares of State Street SPDR S&P 500 ETF Trust worth $159M as of Q1 2026.
Independent Advisor Alliance bought 230,166 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $156M.
State Street SPDR S&P 500 ETF Trust made up 1.71% of Independent Advisor Alliance's portfolio in Q1 2026, its #7 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 31 quarters since.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.