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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
2022
Q1 		– Sell
-100
Closed -$46K – 237
2021
Q4 		$46K Hold
100
– – 0.03% 212
2021
Q3 		$1K Buy
+100
New +$44.1K ﹤0.01% 204

Other funds holding SPY

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
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
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Cambridge Investment Research Advisors
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
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. 1,739 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.
  • 1,739 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.