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 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%	-$9.72K	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

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

Innovative Wealth Building's SPY Position: Q2 2026 in Review

Innovative Wealth Building reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.2% in Q2 2026, selling an estimated $17.4K and leaving 1,087 shares worth $812K. The position accounts for 0.47% of the portfolio, ranked #37.

Innovative Wealth Building first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 3,218 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Innovative Wealth Building held 1,087 shares of State Street SPDR S&P 500 ETF Trust worth $812K as of Q2 2026.
Innovative Wealth Building sold 24 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $17.4K.
State Street SPDR S&P 500 ETF Trust made up 0.47% of Innovative Wealth Building's portfolio in Q2 2026, its #37 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 7 quarters since.
3,218 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.