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

Intrua Financial’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
Q1 		$8.57M Sell
13,181
-2,675
-17% -$1.82M 0.88% 17
2025
Q4 		$10.8M Buy
15,856
+136
+0.9% +$91.9K 1.14% 15
2025
Q3 		$10.5M Buy
15,720
+3,561
+29% +$2.28M 1.14% 14
2025
Q2 		$7.51M Buy
12,159
+2,547
+26% +$1.46M 1.01% 17
2025
Q1 		$5.38M Buy
9,612
+626
+7% +$368K 0.78% 23
2024
Q4 		$5.27M Buy
8,986
+921
+11% +$543K 0.81% 23
2024
Q3 		$4.63M Buy
8,065
+197
+3% +$109K 0.69% 27
2024
Q2 		$4.28M Sell
7,868
-1,845
-19% -$966K 0.64% 34
2024
Q1 		$5.08M Sell
9,713
-6,569
-40% -$3.27M 0.73% 23
2023
Q4 		$7.74M Sell
16,282
-35,358
-68% -$15.8M 1.13% 14
2023
Q3 		$22.1M Buy
51,640
+16,031
+45% +$7.13M 3.74% 3
2023
Q2 		$15.8M Buy
35,609
+4,225
+13% +$1.77M 2.67% 4
2023
Q1 		$12.9M Buy
31,384
+21,968
+233% +$8.76M 2.68% 4
2022
Q4 		$3.66M Sell
9,416
-2,663
-22% -$1.02M 0.85% 24
2022
Q3 		$4.31M Sell
12,079
-1,112
-8% -$442K 1.15% 18
2022
Q2 		$4.98M Buy
13,191
+21
+0.2% +$8.6K 1.06% 17
2022
Q1 		$5.95M Sell
13,170
-334
-2% -$149K 1.06% 20
2021
Q4 		$6.41M Buy
13,504
+1,515
+13% +$696K 1.12% 19
2021
Q3 		$5.44M Buy
11,989
+362
+3% +$160K 1% 23
2021
Q2 		$5.16M Buy
11,627
+748
+7% +$312K 1.23% 17
2021
Q1 		$4.54M Sell
10,879
-1,917
-15% -$739K 1.15% 17
2020
Q4 		$4.78M Sell
12,796
-10,831
-46% -$3.84M 2.14% 9
2020
Q3 		$8.46M Buy
23,627
+4,713
+25% +$1.56M 4.15% 5
2020
Q2 		$6.37M Buy
+18,914
New +$5.54M 2.43% 7

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Intrua Financial's SPY Position: Q1 2026 in Review

Intrua Financial reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 17% in Q1 2026, selling an estimated $1.82M and leaving 13,181 shares worth $8.57M. The position accounts for 0.88% of the portfolio, ranked #17.

Intrua Financial first reported a position in SPY in Q2 2020 and has held it in 24 quarters since. The position peaked at $22.1M in Q3 2023. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Intrua Financial held 13,181 shares of State Street SPDR S&P 500 ETF Trust worth $8.57M as of Q1 2026.
  • Intrua Financial sold 2,675 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.82M.
  • State Street SPDR S&P 500 ETF Trust made up 0.88% of Intrua Financial's portfolio in Q1 2026, its #17 holding.
  • Intrua Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2020 and has held it in 24 quarters since.
  • Intrua Financial's State Street SPDR S&P 500 ETF Trust position peaked at $22.1M in Q3 2023.
  • 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Intrua Financial's 13F filing for Q1 2026, filed 23 Apr 2026.