Intelligence Driven Advisers’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Intelligence Driven Advisers’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 Q3	$3.46M	Sell	4,532 -162	-3%	-$123K	0.6%	24
2026 Q2	$3.51M	Sell	4,694 -67	-1%	-$48.6K	0.57%	23
2026 Q1	$3.1M	Sell	4,761 -25,176	-84%	-$17.1M	0.54%	23
2025 Q4	$20.4M	Sell	29,937 -111	-0.4%	-$75K	2.92%	11
2025 Q3	$20M	Buy	30,048 +741	+3%	+$475K	2.78%	12
2025 Q2	$18.1M	Buy	29,307 +25,141	+603%	+$14.4M	2.73%	12
2025 Q1	$2.33M	Buy	4,166 +26	+0.6%	+$15.3K	0.45%	22
2024 Q4	$2.43M	Sell	4,140 -870	-17%	-$513K	0.46%	22
2024 Q3	$2.87M	Sell	5,010 -75	-1%	-$41.5K	0.41%	23
2024 Q2	$2.77M	Sell	5,085 -15	-0.3%	-$7.85K	0.39%	23
2024 Q1	$2.67M	Sell	5,100 -259	-5%	-$129K	0.39%	23
2023 Q4	$2.59M	Sell	5,359 -197	-4%	-$87.8K	0.42%	21
2023 Q3	$2.36M	Sell	5,556 -63	-1%	-$28K	0.42%	25
2023 Q2	$2.47M	Buy	5,619 +146	+3%	+$61.3K	0.43%	27
2023 Q1	$2.23M	Buy	5,473 +1,385	+34%	+$553K	0.4%	34
2022 Q4	$1.59M	Sell	4,088 -5,143	-56%	-$1.98M	0.29%	39
2022 Q3	$3.44M	Buy	9,231 +653	+8%	+$259K	0.69%	36
2022 Q2	$3.29M	Buy	8,578 +7,113	+486%	+$2.91M	0.64%	37
2022 Q1	$657K	Sell	1,465 -2,039	-58%	-$908K	0.12%	59
2021 Q4	$1.52M	Sell	3,504 -29	-0.8%	-$13.3K	0.28%	45
2021 Q3	$1.53M	Sell	3,533 -6,251	-64%	-$2.76M	0.34%	35
2021 Q2	$4.19M	Buy	9,784 +8,323	+570%	+$3.47M	0.81%	27
2021 Q1	$579K	Sell	1,461 -55	-4%	-$21.2K	0.13%	48
2020 Q4	$567K	Buy	1,516 +256	+20%	+$90.8K	0.13%	59
2020 Q3	$422K	Buy	1,260 +30	+2%	+$9.94K	0.1%	56
2020 Q2	$379K	Sell	1,230 -142	-10%	-$41.6K	0.13%	67
2020 Q1	$354K	Buy	1,372 +635	+86%	+$194K	0.16%	64
2019 Q4	$237K	Buy	+737	New	+$227K	0.11%	80

Other funds holding SPY

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

PWM

Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

FCM

Floyd Capital Management Texarkana, Texas $115M AUM 14.48% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

Intelligence Driven Advisers's SPY Position: Q3 2026 in Review

Intelligence Driven Advisers reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.5% in Q3 2026, selling an estimated $123K and leaving 4,532 shares worth $3.46M. The position accounts for 0.6% of the portfolio, ranked #24.

Intelligence Driven Advisers first reported a position in SPY in Q4 2019 and has held it in 28 quarters since. The position peaked at $20.4M in Q4 2025. 263 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Intelligence Driven Advisers held 4,532 shares of State Street SPDR S&P 500 ETF Trust worth $3.46M as of Q3 2026.
Intelligence Driven Advisers sold 162 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $123K.
State Street SPDR S&P 500 ETF Trust made up 0.6% of Intelligence Driven Advisers's portfolio in Q3 2026, its #24 holding.
Intelligence Driven Advisers first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 28 quarters since.
Intelligence Driven Advisers's State Street SPDR S&P 500 ETF Trust position peaked at $20.4M in Q4 2025.
263 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.