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	$1.04M	Buy	1,600 +500	+45%	+$340K	0.11%	152
2025 Q4	$750K	Sell	1,100 -2,500	-69%	-$1.69M	0.08%	188
2025 Q3	$2.4M	Buy	+3,600	New	+$2.31M	0.26%	71
2022 Q1	–	Sell	-5,800	Closed	-$2.56M	–	404
2021 Q4	$2.56M	Sell	5,800 -700	-11%	-$321K	0.45%	46
2021 Q3	$75K	Buy	6,500 +3,200	+97%	+$1.41M	0.01%	363
2021 Q2	$50K	Buy	3,300 +600	+22%	+$250K	0.01%	294
2021 Q1	$62K	Buy	+2,700	New	+$1.04M	0.02%	287

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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.