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 Q2	$8.79M	Sell	11,773 -1,408	-11%	-$1.02M	0.81%	20
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 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

Intrua Financial's SPY Position: Q2 2026 in Review

Intrua Financial reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 11% in Q2 2026, selling an estimated $1.02M and leaving 11,773 shares worth $8.79M. The position accounts for 0.81% of the portfolio, ranked #20.

Intrua Financial first reported a position in SPY in Q2 2020 and has held it in 25 quarters since. The position peaked at $22.1M in Q3 2023. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Intrua Financial held 11,773 shares of State Street SPDR S&P 500 ETF Trust worth $8.79M as of Q2 2026.
Intrua Financial sold 1,408 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.02M.
State Street SPDR S&P 500 ETF Trust made up 0.81% of Intrua Financial's portfolio in Q2 2026, its #20 holding.
Intrua Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2020 and has held it in 25 quarters since.
Intrua Financial's State Street SPDR S&P 500 ETF Trust position peaked at $22.1M in Q3 2023.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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