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

Investment Advisory Services’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	$1.47M	Sell	1,972 -30	-1%	-$21.8K	0.42%	52
2026 Q1	$1.3M	Hold	2,002	–	–	0.41%	52
2025 Q4	$1.37M	Sell	2,002 -60	-3%	-$40.6K	0.43%	51
2025 Q3	$1.37M	Sell	2,062 -812	-28%	-$521K	0.43%	50
2025 Q2	$1.78M	Hold	2,874	–	–	0.59%	42
2025 Q1	$1.61M	Sell	2,874 -112	-4%	-$65.8K	0.58%	42
2024 Q4	$1.75M	Hold	2,986	–	–	0.62%	38
2024 Q3	$1.71M	Sell	2,986 -4	-0.1%	-$2.21K	0.61%	37
2024 Q2	$1.63M	Hold	2,990	–	–	0.6%	39
2024 Q1	$1.56M	Sell	2,990 -320	-10%	-$159K	0.57%	41
2023 Q4	$1.57M	Sell	3,310 -76	-2%	-$33.9K	0.62%	41
2023 Q3	$1.45M	Hold	3,386	–	–	0.62%	42
2023 Q2	$1.5M	Sell	3,386 -8	-0.2%	-$3.36K	0.63%	38
2023 Q1	$1.39M	Buy	3,394 +8	+0.2%	+$3.19K	0.68%	38
2022 Q4	$1.29M	Buy	3,386 +7	+0.2%	+$2.69K	0.67%	38
2022 Q3	$1.21M	Hold	3,379	–	–	0.72%	38
2022 Q2	$1.27M	Buy	3,379 +450	+15%	+$184K	0.74%	42
2022 Q1	$1.32M	Hold	2,929	–	–	0.74%	42
2021 Q4	$1.39M	Sell	2,929 -443	-13%	-$203K	0.76%	41
2021 Q3	$1.45M	Hold	3,372	–	–	0.89%	40
2021 Q2	$1.44M	Buy	+3,372	New	+$1.41M	0.89%	40
2020 Q4	$1.8M	Buy	4,829 +600	+14%	+$213K	1.26%	21
2020 Q3	$1.42M	Hold	4,229	–	–	1.12%	25
2020 Q2	$1.3M	Sell	4,229 -75	-2%	-$22K	1.11%	26
2020 Q1	$1.11M	Buy	4,304 +339	+9%	+$103K	1.19%	27
2019 Q4	$1.28M	Buy	+3,965	New	+$1.22M	1.15%	32

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Investment Advisory Services's SPY Position: Q2 2026 in Review

Investment Advisory Services reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.5% in Q2 2026, selling an estimated $21.8K and leaving 1,972 shares worth $1.47M. The position accounts for 0.42% of the portfolio, ranked #52.

Investment Advisory Services first reported a position in SPY in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.8M in Q4 2020. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Investment Advisory Services held 1,972 shares of State Street SPDR S&P 500 ETF Trust worth $1.47M as of Q2 2026.
Investment Advisory Services sold 30 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $21.8K.
State Street SPDR S&P 500 ETF Trust made up 0.42% of Investment Advisory Services's portfolio in Q2 2026, its #52 holding.
Investment Advisory Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 26 quarters since.
Investment Advisory Services's State Street SPDR S&P 500 ETF Trust position peaked at $1.8M in Q4 2020.
1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.