International Private Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$9.77M Sell
15,017
-1,549
-9% -$1.05M 5.97% 1
2025
Q4
$11.3M Buy
16,566
+289
+2% +$195K 7.11% 1
2025
Q3
$10.8M Buy
16,277
+2,522
+18% +$1.62M 6.82% 1
2025
Q2
$8.5M Buy
13,755
+1,418
+11% +$811K 7.29% 1
2025
Q1
$6.9M Sell
12,337
-1,455
-11% -$855K 6.61% 1
2024
Q4
$8.08M Buy
13,792
+2,164
+19% +$1.27M 8.04% 1
2024
Q3
$6.67M Buy
11,628
+1,748
+18% +$967K 9.78% 1
2024
Q2
$5.38M Buy
9,880
+660
+7% +$345K 9.06% 1
2024
Q1
$4.82M Sell
9,220
-4,332
-32% -$2.16M 9.31% 1
2023
Q4
$6.44M Buy
+13,552
New +$6.04M 6.37% 3

Other funds holding SPY

International Private Wealth Advisors's SPY Position: Q1 2026 in Review

International Private Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 9.4% in Q1 2026, selling an estimated $1.05M and leaving 15,017 shares worth $9.77M. The position accounts for 5.97% of the portfolio, ranked #1.

International Private Wealth Advisors first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.3M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • International Private Wealth Advisors held 15,017 shares of State Street SPDR S&P 500 ETF Trust worth $9.77M as of Q1 2026.
  • International Private Wealth Advisors sold 1,549 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.05M.
  • State Street SPDR S&P 500 ETF Trust made up 5.97% of International Private Wealth Advisors's portfolio in Q1 2026, its #1 holding.
  • International Private Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
  • International Private Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $11.3M in Q4 2025.
  • 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.