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

Integrated Investment Consultants’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	–	Sell	-100	Closed	-$43	–	249
2023 Q3	$43	Hold	100	–	–	﹤0.01%	230
2023 Q2	$44	Hold	100	–	–	﹤0.01%	271
2023 Q1	$41	Hold	100	–	–	﹤0.01%	275
2022 Q4	$38	Sell	100 -100	-50%	-$38.4K	﹤0.01%	249
2022 Q3	$71K	Hold	200	–	–	0.03%	225
2022 Q2	$75K	Buy	+200	New	+$81.9K	0.03%	232
2022 Q1	–	Sell	-500	Closed	-$237K	–	317
2021 Q4	$237K	Buy	+500	New	+$230K	0.06%	264
2021 Q1	–	Sell	-10,000	Closed	-$3.74M	–	269
2020 Q4	$3.74M	Buy	+10,000	New	+$3.55M	1.41%	9

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

Integrated Investment Consultants's SPY Position: Q1 2026 in Review

Integrated Investment Consultants increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.4% in Q1 2026, buying an estimated $42.8K and bringing the position to 1,040 shares worth $676K. The position accounts for 0.14% of the portfolio, ranked #100.

Integrated Investment Consultants first reported a position in SPY in Q4 2015 and has held it in 40 quarters since. The position peaked at $14.5M in Q4 2019. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Integrated Investment Consultants held 1,040 shares of State Street SPDR S&P 500 ETF Trust worth $676K as of Q1 2026.
Integrated Investment Consultants bought 63 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $42.8K.
State Street SPDR S&P 500 ETF Trust made up 0.14% of Integrated Investment Consultants's portfolio in Q1 2026, its #100 holding.
Integrated Investment Consultants first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2015 and has held it in 40 quarters since.
Integrated Investment Consultants's State Street SPDR S&P 500 ETF Trust position peaked at $14.5M in Q4 2019.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Integrated Investment Consultants's 13F filing for Q1 2026, filed 1 Jun 2026.