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 Q3	$2.02M	Sell	2,646 -21	-0.8%	-$16K	0.51%	39
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Independent Wealth Network's SPY Position: Q3 2026 in Review

Independent Wealth Network reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.79% in Q3 2026, selling an estimated $16K and leaving 2,646 shares worth $2.02M. The position accounts for 0.51% of the portfolio, ranked #39.

Independent Wealth Network first reported a position in SPY in Q3 2021 and has held it in 16 quarters since. The position peaked at $2.9M in Q4 2021. 3,300 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Independent Wealth Network held 2,646 shares of State Street SPDR S&P 500 ETF Trust worth $2.02M as of Q3 2026.
Independent Wealth Network sold 21 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $16K.
State Street SPDR S&P 500 ETF Trust made up 0.51% of Independent Wealth Network's portfolio in Q3 2026, its #39 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 16 quarters since.
Independent Wealth Network's State Street SPDR S&P 500 ETF Trust position peaked at $2.9M in Q4 2021.
3,300 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.