ITIM
SPY icon

Indiana Trust & Investment Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Indiana Trust & Investment 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 		$30.9M Buy
41,417
+50
+0.1% +$36.3K 8.45% 2
2026
Q1 		$26.9M Sell
41,367
-388
-0.9% -$264K 8.31% 2
2025
Q4 		$28.5M Sell
41,755
-320
-0.8% -$216K 8.4% 2
2025
Q3 		$28M Sell
42,075
-640
-1% -$410K 8.53% 2
2025
Q2 		$26.4M Buy
42,715
+1
+0% +$572 8.73% 2
2025
Q1 		$23.9M Sell
42,714
-471
-1% -$277K 8.65% 1
2024
Q4 		$25.3M Sell
43,185
-2,055
-5% -$1.21M 8.62% 2
2024
Q3 		$26M Buy
45,240
+164
+0.4% +$90.7K 8.85% 1
2024
Q2 		$24.5M Buy
45,076
+313
+0.7% +$164K 9% 1
2024
Q1 		$23.4M Buy
44,763
+316
+0.7% +$157K 9.44% 1
2023
Q4 		$21.1M Sell
44,447
-230
-0.5% -$102K 9.54% 1
2023
Q3 		$19.1M Buy
+44,677
New +$19.9M 9.65% 1
2014
Q1 		– Sell
-445
Closed -$82K – 211
2013
Q4 		$82K Hold
445
– – 0.05% 140
2013
Q3 		$75K Buy
+445
New +$74.6K 0.05% 144

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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

Indiana Trust & Investment Management's SPY Position: Q2 2026 in Review

Indiana Trust & Investment Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.12% in Q2 2026, buying an estimated $36.3K and bringing the position to 41,417 shares worth $30.9M. The position accounts for 8.45% of the portfolio, ranked #2.

Indiana Trust & Investment Management first reported a position in SPY in Q3 2013 and has held it in 14 quarters since. 1,892 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Indiana Trust & Investment Management held 41,417 shares of State Street SPDR S&P 500 ETF Trust worth $30.9M as of Q2 2026.
  • Indiana Trust & Investment Management bought 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 8.45% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #2 holding.
  • Indiana Trust & Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2013 and has held it in 14 quarters since.
  • 1,892 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.