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

Innova Wealth 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 		$9.31M Buy
12,466
+6,565
+111% +$4.76M 3.81% 4
2026
Q1 		$3.84M Sell
5,901
-1,291
-18% -$878K 1.82% 14
2025
Q4 		$4.9M Sell
7,192
-8,656
-55% -$5.85M 2.47% 9
2025
Q3 		$10.6M Buy
15,848
+8,828
+126% +$5.66M 5.7% 2
2025
Q2 		$4.34M Buy
7,020
+2,307
+49% +$1.32M 2.55% 13
2025
Q1 		$2.64M Sell
4,713
-10,045
-68% -$5.9M 1.63% 15
2024
Q4 		$8.65M Buy
+14,758
New +$8.69M 5.45% 2
2024
Q3 		– Sell
-17,902
Closed -$9.74M – 130
2024
Q2 		$9.74M Buy
17,902
+9,240
+107% +$4.84M 6.97% 1
2024
Q1 		$4.53M Sell
8,662
-7,549
-47% -$3.76M 3.5% 15
2023
Q4 		$7.71M Buy
16,211
+9,966
+160% +$4.44M 6.63% 2
2023
Q3 		$2.67M Sell
6,245
-7,115
-53% -$3.16M 2.4% 12
2023
Q2 		$5.92M Buy
13,360
+5,706
+75% +$2.39M 5.04% 6
2023
Q1 		$3.13M Buy
7,654
+2,826
+59% +$1.13M 2.75% 9
2022
Q4 		$1.85M Buy
4,828
+2,090
+76% +$803K 1.62% 14
2022
Q3 		$978K Sell
2,738
-579
-17% -$230K 0.89% 11
2022
Q2 		$1.25M Sell
3,317
-6,877
-67% -$2.82M 1.05% 11
2022
Q1 		$4.6M Sell
10,194
-4,476
-31% -$1.99M 3.31% 13
2021
Q4 		$6.97M Sell
14,670
-3,478
-19% -$1.6M 4.93% 4
2021
Q3 		$7.79M Buy
18,148
+3,833
+27% +$1.69M 6.17% 3
2021
Q2 		$6.13M Buy
14,315
+7,840
+121% +$3.27M 4.83% 3
2021
Q1 		$2.57M Sell
6,475
-8,198
-56% -$3.16M 2.18% 18
2020
Q4 		$5.49M Buy
+14,673
New +$5.21M 5.13% 3

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 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 $44.6B AUM 28.94% 1-Year Est. Return

Innova Wealth Partners's SPY Position: Q2 2026 in Review

Innova Wealth Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 111% in Q2 2026, buying an estimated $4.76M and bringing the position to 12,466 shares worth $9.31M. The position accounts for 3.81% of the portfolio, ranked #4.

Innova Wealth Partners first reported a position in SPY in Q4 2020 and has held it in 22 quarters since. The position peaked at $10.6M in Q3 2025. 2,268 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Innova Wealth Partners held 12,466 shares of State Street SPDR S&P 500 ETF Trust worth $9.31M as of Q2 2026.
  • Innova Wealth Partners bought 6,565 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $4.76M.
  • State Street SPDR S&P 500 ETF Trust made up 3.81% of Innova Wealth Partners's portfolio in Q2 2026, its #4 holding.
  • Innova Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 22 quarters since.
  • Innova Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $10.6M in Q3 2025.
  • 2,268 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.