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
2022 Q4	–	Sell	-800	Closed	-$286K	–	66
2022 Q3	$286K	Buy	800 +200	+33%	+$79.4K	0.26%	33
2022 Q2	$226K	Buy	+600	New	+$246K	0.19%	43
2021 Q3	–	Sell	-100	Closed	-$43K	–	67
2021 Q2	$43K	Buy	+100	New	+$41.7K	0.03%	65

Other funds holding SPY

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

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

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

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

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.