Intelligent Financial Strategies’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Intelligent Financial Strategies’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	$894K	Hold	1,194	–	–	0.43%	24
2026 Q1	$779K	Hold	1,194	–	–	0.41%	24
2025 Q4	$816K	Hold	1,194	–	–	0.39%	23
2025 Q3	$797K	Hold	1,194	–	–	0.39%	22
2025 Q2	$740K	Hold	1,194	–	–	0.39%	22
2025 Q1	$670K	Hold	1,194	–	–	0.35%	23
2024 Q4	$702K	Hold	1,194	–	–	0.39%	23
2024 Q3	$687K	Hold	1,194	–	–	0.38%	23
2024 Q2	$652K	Hold	1,194	–	–	0.4%	23
2024 Q1	$626K	Hold	1,194	–	–	0.39%	28
2023 Q4	$570K	Hold	1,194	–	–	0.4%	30
2023 Q3	$512K	Hold	1,194	–	–	0.38%	31
2023 Q2	$531K	Hold	1,194	–	–	0.39%	31
2023 Q1	$491K	Hold	1,194	–	–	0.38%	32
2022 Q4	$459K	Hold	1,194	–	–	0.39%	34
2022 Q3	$426K	Hold	1,194	–	–	0.45%	38
2022 Q2	$450K	Hold	1,194	–	–	0.46%	36
2022 Q1	$539K	Hold	1,194	–	–	0.53%	34
2021 Q4	$567K	Buy	+1,194	New	+$548K	0.51%	36

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

Intelligent Financial Strategies's SPY Position: Q2 2026 in Review

Intelligent Financial Strategies held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 1,194 shares worth $894K. The position accounts for 0.43% of the portfolio, ranked #24.

Intelligent Financial Strategies first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Intelligent Financial Strategies held 1,194 shares of State Street SPDR S&P 500 ETF Trust worth $894K as of Q2 2026.
Intelligent Financial Strategies 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 0.43% of Intelligent Financial Strategies's portfolio in Q2 2026, its #24 holding.
Intelligent Financial Strategies first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Intelligent Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.