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

Integris 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
2026 Q2	$515K	Buy	689 +29	+4%	+$21K	0.1%	67
2026 Q1	$429K	Hold	660	–	–	0.1%	69
2025 Q4	$450K	Sell	660 -52	-7%	-$35.1K	0.1%	72
2025 Q3	$474K	Buy	712 +304	+75%	+$195K	0.12%	70
2025 Q2	$252K	Buy	+408	New	+$233K	0.07%	98

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

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Integris Wealth Management's SPY Position: Q2 2026 in Review

Integris Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.4% in Q2 2026, buying an estimated $21K and bringing the position to 689 shares worth $515K. The position accounts for 0.1% of the portfolio, ranked #67.

Integris Wealth Management first reported a position in SPY in Q2 2025 and has held it in 5 quarters since. 1,731 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Integris Wealth Management held 689 shares of State Street SPDR S&P 500 ETF Trust worth $515K as of Q2 2026.
Integris Wealth Management bought 29 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $21K.
State Street SPDR S&P 500 ETF Trust made up 0.1% of Integris Wealth Management's portfolio in Q2 2026, its #67 holding.
Integris Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2025 and has held it in 5 quarters since.
1,731 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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