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 $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Institute for Wealth Management's SPY Position: Q2 2026 in Review

Institute for Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 35% in Q2 2026, selling an estimated $1.62M and leaving 4,217 shares worth $3.15M. The position accounts for 0.28% of the portfolio, ranked #73.

Institute for Wealth Management first reported a position in SPY in Q2 2013 and has held it in 48 quarters since. The position peaked at $67.1M in Q1 2024. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Institute for Wealth Management held 4,217 shares of State Street SPDR S&P 500 ETF Trust worth $3.15M as of Q2 2026.
Institute for Wealth Management sold 2,239 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.62M.
State Street SPDR S&P 500 ETF Trust made up 0.28% of Institute for Wealth Management's portfolio in Q2 2026, its #73 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 48 quarters since.
Institute for Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $67.1M in Q1 2024.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.