Investment Advisory Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Investment Advisory Group’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	$1.66M	Buy	2,552 +67	+3%	+$45.6K	0.42%	58
2025 Q4	$1.69M	Sell	2,485 -8	-0.3%	-$5.41K	0.44%	57
2025 Q3	$1.66M	Sell	2,493 -31	-1%	-$19.9K	0.45%	52
2025 Q2	$1.56M	Hold	2,524	–	–	0.47%	51
2025 Q1	$1.41M	Buy	2,524 +6	+0.2%	+$3.53K	0.47%	53
2024 Q4	$1.48M	Buy	2,518 +6	+0.2%	+$3.54K	0.49%	48
2024 Q3	$1.44M	Buy	2,512 +1,021	+68%	+$565K	0.5%	49
2024 Q2	$811K	Buy	1,491 +7	+0.5%	+$3.66K	0.31%	66
2024 Q1	$776K	Buy	1,484 +96	+7%	+$47.8K	0.32%	64
2023 Q4	$660K	Buy	1,388 +257	+23%	+$114K	0.3%	64
2023 Q3	$484K	Buy	1,131 +1	+0.1%	+$445	0.25%	77
2023 Q2	$501K	Buy	1,130 +356	+46%	+$149K	0.26%	76
2023 Q1	$317K	Sell	774 -499	-39%	-$199K	0.18%	94
2022 Q4	$487K	Buy	1,273 +64	+5%	+$24.6K	0.3%	71
2022 Q3	$432K	Buy	1,209 +1	+0.1%	+$397	0.3%	68
2022 Q2	$457K	Sell	1,208 -26	-2%	-$10.7K	0.31%	66
2022 Q1	$557K	Buy	1,234 +64	+5%	+$28.5K	0.34%	61
2021 Q4	$526K	Buy	+1,170	New	+$537K	0.34%	61

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

Investment Advisory Group's SPY Position: Q1 2026 in Review

Investment Advisory Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.7% in Q1 2026, buying an estimated $45.6K and bringing the position to 2,552 shares worth $1.66M. The position accounts for 0.42% of the portfolio, ranked #58.

Investment Advisory Group first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.69M in Q4 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Investment Advisory Group held 2,552 shares of State Street SPDR S&P 500 ETF Trust worth $1.66M as of Q1 2026.
Investment Advisory Group bought 67 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $45.6K.
State Street SPDR S&P 500 ETF Trust made up 0.42% of Investment Advisory Group's portfolio in Q1 2026, its #58 holding.
Investment Advisory Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 18 quarters since.
Investment Advisory Group's State Street SPDR S&P 500 ETF Trust position peaked at $1.69M in Q4 2025.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.