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

Independent Wealth Network’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	$1.99M	Sell	2,667 -116	-4%	-$84.1K	0.51%	42
2026 Q1	$1.81M	Sell	2,783 -255	-8%	-$173K	0.54%	42
2025 Q4	$2.07M	Buy	3,038 +198	+7%	+$134K	0.63%	36
2025 Q3	$1.89M	Buy	2,840 +12	+0.4%	+$7.69K	0.61%	39
2025 Q2	$1.75M	Buy	2,828 +210	+8%	+$120K	0.64%	40
2025 Q1	$1.46M	Sell	2,618 -16	-0.6%	-$9.4K	0.58%	41
2024 Q4	$1.54M	Sell	2,634 -19	-0.7%	-$11.2K	0.63%	39
2024 Q3	$1.52M	Sell	2,653 -1,134	-30%	-$627K	0.67%	36
2024 Q2	$2.06M	Buy	3,787 +54	+1%	+$28.3K	0.96%	27
2024 Q1	$1.95M	Sell	3,733 -214	-5%	-$107K	0.92%	27
2023 Q4	$1.88M	Buy	3,947 +206	+6%	+$91.8K	0.99%	21
2023 Q3	$1.6M	Buy	3,741 +724	+24%	+$322K	0.98%	21
2023 Q2	$1.34M	Buy	+3,017	New	+$1.27M	0.8%	27
2022 Q1	–	Sell	-6,114	Closed	-$2.9M	–	238
2021 Q4	$2.9M	Buy	6,114 +129	+2%	+$59.2K	1.79%	12
2021 Q3	$2.78M	Buy	+5,985	New	+$2.64M	1.82%	10

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Independent Wealth Network's SPY Position: Q2 2026 in Review

Independent Wealth Network reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.2% in Q2 2026, selling an estimated $84.1K and leaving 2,667 shares worth $1.99M. The position accounts for 0.51% of the portfolio, ranked #42.

Independent Wealth Network first reported a position in SPY in Q3 2021 and has held it in 15 quarters since. The position peaked at $2.9M in Q4 2021. 1,826 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Independent Wealth Network held 2,667 shares of State Street SPDR S&P 500 ETF Trust worth $1.99M as of Q2 2026.
Independent Wealth Network sold 116 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $84.1K.
State Street SPDR S&P 500 ETF Trust made up 0.51% of Independent Wealth Network's portfolio in Q2 2026, its #42 holding.
Independent Wealth Network first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2021 and has held it in 15 quarters since.
Independent Wealth Network's State Street SPDR S&P 500 ETF Trust position peaked at $2.9M in Q4 2021.
1,826 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.