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

Industrial Alliance 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	$10.6M	Sell	14,237 -500	-3%	-$363K	5%	3
2026 Q1	$9.58M	Sell	14,737 -6,728	-31%	-$4.57M	5.73%	3
2025 Q4	$14.6M	Buy	21,465 +535	+3%	+$362K	8.31%	3
2025 Q3	$13.9M	Sell	20,930 -339	-2%	-$217K	8.42%	3
2025 Q2	$13.1M	Sell	21,269 -1,241	-6%	-$709K	8.84%	3
2025 Q1	$12.6M	Sell	22,510 -1,464	-6%	-$861K	10.04%	3
2024 Q4	$14.1M	Sell	23,974 -93,267	-80%	-$54.9M	10.92%	3
2024 Q3	$67.3M	Buy	117,241 +3,758	+3%	+$2.08M	34.27%	1
2024 Q2	$61.8M	Buy	113,483 +7,601	+7%	+$3.98M	35.03%	1
2024 Q1	$55.4M	Sell	105,882 -3,430	-3%	-$1.71M	39.87%	1
2023 Q4	$52M	Sell	109,312 -17,541	-14%	-$7.81M	41.18%	1
2023 Q3	$54.2M	Sell	126,853 -1,671	-1%	-$743K	48.46%	1
2023 Q2	$57M	Sell	128,524 -90,376	-41%	-$37.9M	30.02%	2
2023 Q1	$89.6M	Buy	218,900 +45,304	+26%	+$18.1M	2.49%	4
2022 Q4	$66.4M	Sell	173,596 -1,188	-0.7%	-$457K	1.85%	11
2022 Q3	$62.4M	Buy	174,784 +15,599	+10%	+$6.19M	1.84%	9
2022 Q2	$60.1M	Buy	159,185 +6,006	+4%	+$2.46M	1.71%	11
2022 Q1	$69.2M	Sell	153,179 -29,537	-16%	-$13.2M	1.64%	12
2021 Q4	$86.8M	Buy	+182,716	New	+$83.9M	2%	10

Other funds holding SPY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Industrial Alliance Investment Management's SPY Position: Q2 2026 in Review

Industrial Alliance Investment Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.4% in Q2 2026, selling an estimated $363K and leaving 14,237 shares worth $10.6M. The position accounts for 5% of the portfolio, ranked #3.

Industrial Alliance Investment Management first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. The position peaked at $89.6M in Q1 2023. 3,218 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Industrial Alliance Investment Management held 14,237 shares of State Street SPDR S&P 500 ETF Trust worth $10.6M as of Q2 2026.
Industrial Alliance Investment Management sold 500 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $363K.
State Street SPDR S&P 500 ETF Trust made up 5% of Industrial Alliance Investment Management's portfolio in Q2 2026, its #3 holding.
Industrial Alliance Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
Industrial Alliance Investment Management's State Street SPDR S&P 500 ETF Trust position peaked at $89.6M in Q1 2023.
3,218 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.