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

Innovative Wealth Building’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 Q3	$394K	Sell	517 -570	-52%	-$433K	0.22%	52
2026 Q2	$812K	Sell	1,087 -24	-2%	-$17.4K	0.47%	37
2026 Q1	$723K	Buy	1,111 +1	+0.1%	+$680	0.51%	33
2025 Q4	$757K	Buy	1,110 +1	+0.1%	+$676	0.55%	31
2025 Q3	$739K	Sell	1,109 -21	-2%	-$13.5K	0.58%	32
2025 Q2	$698K	Sell	1,130 -17	-1%	-$9.7K	0.58%	32
2025 Q1	$642K	Buy	1,147 +7	+0.6%	+$4.11K	0.59%	32
2024 Q4	$668K	Buy	+1,140	New	+$672K	0.6%	29

Other funds holding SPY

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Innovative Wealth Building's SPY Position: Q3 2026 in Review

Innovative Wealth Building reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 52% in Q3 2026, selling an estimated $433K and leaving 517 shares worth $394K. The position accounts for 0.22% of the portfolio, ranked #52.

Innovative Wealth Building first reported a position in SPY in Q4 2024 and has held it in 8 quarters since. The position peaked at $812K in Q2 2026. 4,165 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Innovative Wealth Building held 517 shares of State Street SPDR S&P 500 ETF Trust worth $394K as of Q3 2026.
Innovative Wealth Building sold 570 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $433K.
State Street SPDR S&P 500 ETF Trust made up 0.22% of Innovative Wealth Building's portfolio in Q3 2026, its #52 holding.
Innovative Wealth Building first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 8 quarters since.
Innovative Wealth Building's State Street SPDR S&P 500 ETF Trust position peaked at $812K in Q2 2026.
4,165 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.