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Indie Asset Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Indie Asset Partners’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
Q1 		$762K Sell
1,171
-84
-7% -$57.1K 0.87% 29
2025
Q4 		$856K Hold
1,255
– – 0.95% 28
2025
Q3 		$836K Buy
1,255
+25
+2% +$16K 1.11% 25
2025
Q2 		$760K Sell
1,230
-318
-21% -$182K 1.38% 22
2025
Q1 		$866K Sell
1,548
-62
-4% -$36.4K 0.75% 21
2024
Q4 		$943K Sell
1,610
-44
-3% -$25.9K 0.74% 23
2024
Q3 		$949K Sell
1,654
-33
-2% -$18.2K 0.71% 22
2024
Q2 		$918K Buy
1,687
+313
+23% +$164K 0.73% 21
2024
Q1 		$719K Buy
1,374
+61
+5% +$30.4K 0.64% 25
2023
Q4 		$624K Buy
1,313
+64
+5% +$28.5K 0.56% 24
2023
Q3 		$534K Buy
1,249
+51
+4% +$22.7K 0.54% 25
2023
Q2 		$531K Sell
1,198
-44
-4% -$18.5K 0.58% 28
2023
Q1 		$508K Sell
1,242
-190
-13% -$75.8K 0.59% 29
2022
Q4 		$548K Sell
1,432
-25
-2% -$9.61K 0.6% 35
2022
Q3 		$520K Sell
1,457
-277
-16% -$110K 0.53% 32
2022
Q2 		$654K Sell
1,734
-265
-13% -$109K 0.58% 30
2022
Q1 		$903K Sell
1,999
-447
-18% -$199K 0.68% 19
2021
Q4 		$1.16M Buy
2,446
+230
+10% +$106K 0.84% 16
2021
Q3 		$951K Sell
2,216
-25
-1% -$11K 0.77% 22
2021
Q2 		$959K Buy
2,241
+20
+0.9% +$8.35K 0.78% 18
2021
Q1 		$880K Sell
2,221
-1,178
-35% -$454K 1% 20
2020
Q4 		$1.27M Sell
3,399
-1,325
-28% -$470K 1.48% 14
2020
Q3 		$1.58M Sell
4,724
-240
-5% -$79.5K 1.98% 14
2020
Q2 		$1.67M Sell
4,964
-5,808
-54% -$1.7M 2.09% 11
2020
Q1 		$2.78M Buy
10,772
+1,252
+13% +$382K 3.46% 7
2019
Q4 		$3.06M Buy
+9,520
New +$2.93M 3.25% 8

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Indie Asset Partners's SPY Position: Q1 2026 in Review

Indie Asset Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.7% in Q1 2026, selling an estimated $57.1K and leaving 1,171 shares worth $762K. The position accounts for 0.87% of the portfolio, ranked #29.

Indie Asset Partners first reported a position in SPY in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.06M in Q4 2019. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Indie Asset Partners held 1,171 shares of State Street SPDR S&P 500 ETF Trust worth $762K as of Q1 2026.
  • Indie Asset Partners sold 84 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $57.1K.
  • State Street SPDR S&P 500 ETF Trust made up 0.87% of Indie Asset Partners's portfolio in Q1 2026, its #29 holding.
  • Indie Asset Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 26 quarters since.
  • Indie Asset Partners's State Street SPDR S&P 500 ETF Trust position peaked at $3.06M in Q4 2019.
  • 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Indie Asset Partners's 13F filing for Q1 2026, filed 8 May 2026.