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 Q2	$875K	Hold	1,171	–	–	0.84%	32
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 New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Indie Asset Partners's SPY Position: Q2 2026 in Review

Indie Asset Partners held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 1,171 shares worth $875K. The position accounts for 0.84% of the portfolio, ranked #32.

Indie Asset Partners first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.06M in Q4 2019. 4,655 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Indie Asset Partners held 1,171 shares of State Street SPDR S&P 500 ETF Trust worth $875K as of Q2 2026.
Indie Asset Partners left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.84% of Indie Asset Partners's portfolio in Q2 2026, its #32 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 27 quarters since.
Indie Asset Partners's State Street SPDR S&P 500 ETF Trust position peaked at $3.06M in Q4 2019.
4,655 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Indie Asset Partners's 13F filing for Q2 2026, filed 7 Aug 2026.