Institute for Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Institute for Wealth 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
2023 Q4	–	Hold	0	–	-$1.92M	–	494
2023 Q3	–	Hold	0	–	–	–	70
2023 Q2	–	Sell	-4,000	Closed	-$1.68M	–	18
2023 Q1	$1.64M	Buy	+4,000	New	+$1.6M	0.31%	80
2022 Q4	–	Sell	-1,500	Closed	-$577K	–	142
2022 Q3	$13K	Sell	1,500 -2,000	-57%	-$794K	﹤0.01%	450
2022 Q2	$128K	Sell	3,500 -3,000	-46%	-$1.23M	0.03%	508
2022 Q1	$2.94M	Buy	+6,500	New	+$2.89M	0.48%	42
2021 Q1	–	Sell	-2,800	Closed	-$1.05M	–	484
2020 Q4	$1.05M	Buy	+2,800	New	+$993K	0.21%	117
2020 Q2	–	Sell	-12,000	Closed	-$3.09M	–	443
2020 Q1	$3.09M	Buy	+12,000	New	+$3.66M	0.95%	17
2018 Q4	–	Hold	0	–	-$8K	–	337
2018 Q3	–	Sell	-7,400	Closed	-$2.11M	–	204
2018 Q2	$18K	Buy	7,400 +6,200	+517%	+$1.67M	0.01%	213
2018 Q1	$12K	Buy	+1,200	New	+$328K	﹤0.01%	255

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Institute for Wealth Management's SPY Position: Q1 2026 in Review

Institute for Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 35% in Q1 2026, selling an estimated $2.37M and leaving 6,456 shares worth $4.2M. The position accounts for 0.45% of the portfolio, ranked #43.

Institute for Wealth Management first reported a position in SPY in Q2 2013 and has held it in 47 quarters since. The position peaked at $67.1M in Q1 2024. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Institute for Wealth Management held 6,456 shares of State Street SPDR S&P 500 ETF Trust worth $4.2M as of Q1 2026.
Institute for Wealth Management sold 3,483 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $2.37M.
State Street SPDR S&P 500 ETF Trust made up 0.45% of Institute for Wealth Management's portfolio in Q1 2026, its #43 holding.
Institute for Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 47 quarters since.
Institute for Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $67.1M in Q1 2024.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.