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

Investment House LLC’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 		$4.7M Buy
+6,292
New +$4.56M 0.21% 82
2026
Q1 		– Sell
-2,137
Closed -$1.46M – 235
2025
Q4 		$1.46M Sell
2,137
-5,351
-71% -$3.62M 0.07% 126
2025
Q3 		$4.99M Buy
7,488
+1,586
+27% +$1.02M 0.24% 79
2025
Q2 		$3.65M Sell
5,902
-4,379
-43% -$2.5M 0.18% 93
2025
Q1 		$5.75M Buy
+10,281
New +$6.04M 0.33% 71
2024
Q3 		– Sell
-1,292
Closed -$703K – 214
2024
Q2 		$703K Buy
1,292
+46
+4% +$24.1K 0.04% 147
2024
Q1 		$652K Sell
1,246
-1,377
-52% -$686K 0.04% 150
2023
Q4 		$1.25M Sell
2,623
-48
-2% -$21.4K 0.09% 113
2023
Q3 		$1.14M Hold
2,671
– – 0.09% 113
2023
Q2 		$1.18M Hold
2,671
– – 0.09% 111
2023
Q1 		$1.09M Hold
2,671
– – 0.09% 107
2022
Q4 		$1.02M Sell
2,671
-113,446
-98% -$43.6M 0.1% 96
2022
Q3 		$41.5M Sell
116,117
-3,852
-3% -$1.53M 3.87% 4
2022
Q2 		$45.3M Buy
119,969
+43,104
+56% +$17.7M 3.99% 3
2022
Q1 		$34.7M Buy
76,865
+34,295
+81% +$15.3M 2.53% 10
2021
Q4 		$10.7M Buy
42,570
+28,141
+195% +$12.9M 0.69% 42
2021
Q3 		$6.19M Buy
14,429
+11,717
+432% +$5.17M 0.45% 53
2021
Q2 		$1.16M Sell
2,712
-60
-2% -$25K 0.08% 116
2021
Q1 		$1.1M Sell
2,772
-1,644
-37% -$634K 0.09% 111
2020
Q4 		$1.65M Buy
4,416
+1,632
+59% +$579K 0.12% 101
2020
Q3 		$932K Sell
2,784
-22,193
-89% -$7.36M 0.07% 117
2020
Q2 		$7.7M Buy
24,977
+9,049
+57% +$2.65M 0.68% 39
2020
Q1 		$3.07M Buy
15,928
+11,806
+286% +$3.6M 0.35% 68
2019
Q4 		$1.33M Sell
4,122
-432
-9% -$133K 0.12% 110
2019
Q3 		$1.35M Buy
4,554
+1,215
+36% +$359K 0.14% 103
2019
Q2 		$978K Sell
3,339
-2,554
-43% -$735K 0.1% 103
2019
Q1 		$1.67M Buy
5,893
+938
+19% +$255K 0.18% 93
2018
Q4 		$1.24M Buy
4,955
+1,634
+49% +$441K 0.15% 95
2018
Q3 		$965K Buy
3,321
+11
+0.3% +$3.13K 0.1% 109
2018
Q2 		$898K Buy
3,310
+379
+13% +$102K 0.1% 113
2018
Q1 		$771K Buy
2,931
+64
+2% +$17.5K 0.09% 122
2017
Q4 		$765K Hold
2,867
– – 0.09% 118
2017
Q3 		$720K Hold
2,867
– – 0.09% 119
2017
Q2 		$693K Hold
2,867
– – 0.09% 127
2017
Q1 		$676K Hold
2,867
– – 0.1% 124
2016
Q4 		$641K Buy
2,867
+215
+8% +$47K 0.1% 121
2016
Q3 		$574K Sell
2,652
-290
-10% -$62.7K 0.09% 132
2016
Q2 		$616K Buy
2,942
+517
+21% +$107K 0.1% 126
2016
Q1 		$498K Buy
2,425
+730
+43% +$142K 0.08% 134
2015
Q4 		$346K Buy
+1,695
New +$348K 0.06% 143

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
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
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Investment House LLC's SPY Position: Q2 2026 in Review

Investment House LLC opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 6,292 shares worth $4.7M. The stake represents 0.21% of the portfolio and ranks #82 among its holdings. This is a return to the name: Investment House LLC previously reported a position in SPY as recently as Q4 2025.

Investment House LLC first reported a position in SPY in Q4 2015 and has held it in 40 quarters since. The position peaked at $45.3M in Q2 2022. 2,375 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Investment House LLC held 6,292 shares of State Street SPDR S&P 500 ETF Trust worth $4.7M as of Q2 2026.
  • State Street SPDR S&P 500 ETF Trust was a new Investment House LLC position in Q2 2026.
  • State Street SPDR S&P 500 ETF Trust made up 0.21% of Investment House LLC's portfolio in Q2 2026, its #82 holding.
  • Investment House LLC first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2015 and has held it in 40 quarters since.
  • Investment House LLC's State Street SPDR S&P 500 ETF Trust position peaked at $45.3M in Q2 2022.
  • 2,375 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.