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

Independent Financial Group’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	$80.5M	Buy	107,744 +1,659	+2%	+$1.2M	1.5%	8
2026 Q1	$69M	Sell	106,085 -2,903	-3%	-$1.97M	1.55%	7
2025 Q4	$74.3M	Buy	108,988 +3,273	+3%	+$2.21M	1.66%	8
2025 Q3	$70.4M	Buy	105,715 +2,743	+3%	+$1.76M	1.69%	8
2025 Q2	$63.6M	Buy	102,972 +10,197	+11%	+$5.83M	1.75%	8
2025 Q1	$51.9M	Sell	92,775 -8,827	-9%	-$5.19M	1.78%	7
2024 Q4	$59.5M	Buy	101,602 +14,617	+17%	+$8.61M	1.98%	7
2024 Q3	$49.9M	Buy	86,985 +4,529	+5%	+$2.5M	1.83%	7
2024 Q2	$44.9M	Buy	82,456 +2,376	+3%	+$1.24M	1.8%	7
2024 Q1	$41.9M	Buy	80,080 +8,407	+12%	+$4.19M	1.92%	6
2023 Q4	$34.1M	Buy	71,673 +10,088	+16%	+$4.49M	1.82%	6
2023 Q3	$26.3M	Buy	61,585 +2,485	+4%	+$1.11M	1.71%	7
2023 Q2	$26.2M	Buy	59,100 +4,555	+8%	+$1.91M	1.81%	6
2023 Q1	$22.3M	Buy	54,545 +2,613	+5%	+$1.04M	1.79%	6
2022 Q4	$19.9M	Buy	51,932 +2,731	+6%	+$1.05M	1.71%	8
2022 Q3	$17.6M	Buy	49,201 +3,000	+6%	+$1.19M	1.59%	10
2022 Q2	$17.4M	Buy	46,201 +3,147	+7%	+$1.29M	1.86%	7
2022 Q1	$19.4M	Buy	43,054 +5,701	+15%	+$2.54M	1.58%	10
2021 Q4	$17.7M	Buy	37,353 +11,349	+44%	+$5.21M	1.47%	10
2021 Q3	$11.2M	Buy	26,004 +1,493	+6%	+$659K	1.14%	10
2021 Q2	$10.5M	Sell	24,511 -1,071	-4%	-$447K	1.11%	10
2021 Q1	$10.1M	Buy	25,582 +3,167	+14%	+$1.22M	1.31%	8
2020 Q4	$8.38M	Buy	22,415 +676	+3%	+$240K	1.24%	8
2020 Q3	$7.28M	Buy	21,739 +453	+2%	+$150K	1.37%	8
2020 Q2	$6.56M	Sell	21,286 -4,226	-17%	-$1.24M	1.44%	7
2020 Q1	$6.58M	Buy	+25,512	New	+$7.78M	1.93%	7

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Independent Financial Group's SPY Position: Q2 2026 in Review

Independent Financial Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.6% in Q2 2026, buying an estimated $1.2M and bringing the position to 107,744 shares worth $80.5M. The position accounts for 1.5% of the portfolio, ranked #8.

Independent Financial Group first reported a position in SPY in Q1 2020 and has held it in 26 quarters since. 4,473 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Independent Financial Group held 107,744 shares of State Street SPDR S&P 500 ETF Trust worth $80.5M as of Q2 2026.
Independent Financial Group bought 1,659 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.2M.
State Street SPDR S&P 500 ETF Trust made up 1.5% of Independent Financial Group's portfolio in Q2 2026, its #8 holding.
Independent Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2020 and has held it in 26 quarters since.
4,473 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.