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

Independent Investors Inc’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	$1.44M	Sell	1,922 -50	-3%	-$36.3K	0.27%	39
2026 Q1	$1.28M	Hold	1,972	–	–	0.25%	40
2025 Q4	$1.34M	Hold	1,972	–	–	0.25%	41
2025 Q3	$1.31M	Hold	1,972	–	–	0.25%	39
2025 Q2	$1.22M	Hold	1,972	–	–	0.27%	38
2025 Q1	$1.1M	Sell	1,972 -117	-6%	-$68.8K	0.23%	43
2024 Q4	$1.22M	Hold	2,089	–	–	0.24%	40
2024 Q3	$1.2M	Buy	2,089 +334	+19%	+$185K	0.24%	40
2024 Q2	$955K	Hold	1,755	–	–	0.21%	43
2024 Q1	$918K	Hold	1,755	–	–	0.22%	45
2023 Q4	$834K	Hold	1,755	–	–	0.19%	44
2023 Q3	$750K	Buy	1,755 +94	+6%	+$41.8K	0.19%	47
2023 Q2	$736K	Hold	1,661	–	–	0.17%	44
2023 Q1	$680K	Buy	1,661 +50	+3%	+$19.9K	0.17%	50
2022 Q4	$616K	Hold	1,611	–	–	0.17%	51
2022 Q3	$575K	Hold	1,611	–	–	0.16%	51
2022 Q2	$608K	Hold	1,611	–	–	0.16%	51
2022 Q1	$728K	Hold	1,611	–	–	0.16%	51
2021 Q4	$765K	Hold	1,611	–	–	0.16%	54
2021 Q3	$691K	Hold	1,611	–	–	0.17%	53
2021 Q2	$690K	Hold	1,611	–	–	0.17%	54
2021 Q1	$638K	Hold	1,611	–	–	0.17%	57
2020 Q4	$602K	Buy	+1,611	New	+$572K	0.16%	54

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 Investors Inc's SPY Position: Q2 2026 in Review

Independent Investors Inc reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.5% in Q2 2026, selling an estimated $36.3K and leaving 1,922 shares worth $1.44M. The position accounts for 0.27% of the portfolio, ranked #39.

Independent Investors Inc first reported a position in SPY in Q4 2020 and has held it in 23 quarters since. 4,473 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Independent Investors Inc held 1,922 shares of State Street SPDR S&P 500 ETF Trust worth $1.44M as of Q2 2026.
Independent Investors Inc sold 50 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $36.3K.
State Street SPDR S&P 500 ETF Trust made up 0.27% of Independent Investors Inc's portfolio in Q2 2026, its #39 holding.
Independent Investors Inc first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 23 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 Investors Inc's 13F filing for Q2 2026, filed 16 Jul 2026.