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

Investment Research Partners’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 		$1.5M Buy
2,006
+78
+4% +$56.6K 0.51% 38
2026
Q1 		$1.25M Sell
1,928
-72
-4% -$49K 0.51% 41
2025
Q4 		$1.36M Hold
2,000
– – 0.59% 32
2025
Q3 		$1.37M Buy
+2,000
New +$1.28M 0.62% 30

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Investment Research Partners's SPY Position: Q2 2026 in Review

Investment Research Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4% in Q2 2026, buying an estimated $56.6K and bringing the position to 2,006 shares worth $1.5M. The position accounts for 0.51% of the portfolio, ranked #38.

Investment Research Partners first reported a position in SPY in Q3 2025 and has held it in 4 quarters since. 3,806 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Investment Research Partners held 2,006 shares of State Street SPDR S&P 500 ETF Trust worth $1.5M as of Q2 2026.
  • Investment Research Partners bought 78 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $56.6K.
  • State Street SPDR S&P 500 ETF Trust made up 0.51% of Investment Research Partners's portfolio in Q2 2026, its #38 holding.
  • Investment Research Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2025 and has held it in 4 quarters since.
  • 3,806 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.