Independent Solutions Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Independent Solutions Wealth Management’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	$1.04M	Buy	1,393 +103	+8%	+$74.7K	0.14%	127
2026 Q1	$839K	Buy	1,290 +881	+215%	+$599K	0.12%	124
2025 Q4	$279K	Buy	+409	New	+$276K	0.05%	151
2025 Q3	–	Sell	-453	Closed	-$280K	–	188
2025 Q2	$280K	Sell	453 -113	-20%	-$64.6K	0.05%	155
2025 Q1	$317K	Buy	566 +62	+12%	+$36.4K	0.07%	148
2024 Q4	$295K	Sell	504 -3	-0.6%	-$1.77K	0.06%	142
2024 Q3	$291K	Buy	507 +8	+2%	+$4.42K	0.07%	144
2024 Q2	$272K	Buy	499 +66	+15%	+$34.5K	0.06%	149
2024 Q1	$226K	Buy	+433	New	+$216K	0.05%	163
2023 Q4	–	Sell	-814	Closed	-$348K	–	202
2023 Q3	$348K	Buy	814 +289	+55%	+$129K	0.09%	149
2023 Q2	$233K	Buy	+525	New	+$220K	0.06%	196
2023 Q1	–	Sell	-774	Closed	-$296K	–	228
2022 Q4	$296K	Buy	+774	New	+$297K	0.09%	163

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 Solutions Wealth Management's SPY Position: Q2 2026 in Review

Independent Solutions Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8% in Q2 2026, buying an estimated $74.7K and bringing the position to 1,393 shares worth $1.04M. The position accounts for 0.14% of the portfolio, ranked #127.

Independent Solutions Wealth Management first reported a position in SPY in Q4 2022 and has held it in 12 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Independent Solutions Wealth Management held 1,393 shares of State Street SPDR S&P 500 ETF Trust worth $1.04M as of Q2 2026.
Independent Solutions Wealth Management bought 103 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $74.7K.
State Street SPDR S&P 500 ETF Trust made up 0.14% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #127 holding.
Independent Solutions Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 12 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.