Intact Investment Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Intact Investment 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
2026 Q2	$8.2M	Hold	10,985	–	–	0.23%	99
2026 Q1	$7.14M	Hold	10,985	–	–	0.2%	105
2025 Q4	$7.49M	Hold	10,985	–	–	0.22%	97
2025 Q3	$7.32M	Hold	10,985	–	–	0.22%	93
2025 Q2	$6.79M	Hold	10,985	–	–	0.23%	98
2025 Q1	$6.14M	Hold	10,985	–	–	0.21%	105
2024 Q4	$6.44M	Hold	10,985	–	–	0.22%	99
2024 Q3	$6.3M	Hold	10,985	–	–	0.21%	107
2024 Q2	$5.98M	Hold	10,985	–	–	0.22%	99
2024 Q1	$5.75M	Hold	10,985	–	–	0.23%	93
2023 Q4	$5.22M	Hold	10,985	–	–	0.21%	98
2023 Q3	$4.7M	Hold	10,985	–	–	0.2%	94
2023 Q2	$4.87M	Buy	+10,985	New	+$4.61M	0.2%	105

Other funds holding SPY

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Intact Investment Management's SPY Position: Q2 2026 in Review

Intact Investment Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 10,985 shares worth $8.2M. The position accounts for 0.23% of the portfolio, ranked #99.

Intact Investment Management first reported a position in SPY in Q2 2023 and has held it in 13 quarters since. 1,031 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Intact Investment Management held 10,985 shares of State Street SPDR S&P 500 ETF Trust worth $8.2M as of Q2 2026.
Intact Investment Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.23% of Intact Investment Management's portfolio in Q2 2026, its #99 holding.
Intact Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2023 and has held it in 13 quarters since.
1,031 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Intact Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.