Investor's Fiduciary Advisor Network’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Investor's Fiduciary Advisor Network’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	$330K	Sell	442 -908	-67%	-$658K	0.11%	155
2026 Q1	$877K	Sell	1,350 -3,535	-72%	-$2.4M	0.27%	100
2025 Q4	$3.33M	Buy	4,885 +3,226	+194%	+$2.18M	0.71%	29
2025 Q3	$1.1M	Buy	1,659 +1	+0.1%	+$641	0.37%	75
2025 Q2	$1.02M	Buy	1,658 +5	+0.3%	+$2.86K	0.38%	76
2025 Q1	$924K	Sell	1,653 -89	-5%	-$52.3K	0.44%	65
2024 Q4	$1.02M	Buy	+1,742	New	+$1.03M	0.39%	67

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Investor's Fiduciary Advisor Network's SPY Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 67% in Q2 2026, selling an estimated $658K and leaving 442 shares worth $330K. The position accounts for 0.11% of the portfolio, ranked #155.

Investor's Fiduciary Advisor Network first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.33M in Q4 2025. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Investor's Fiduciary Advisor Network held 442 shares of State Street SPDR S&P 500 ETF Trust worth $330K as of Q2 2026.
Investor's Fiduciary Advisor Network sold 908 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $658K.
State Street SPDR S&P 500 ETF Trust made up 0.11% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #155 holding.
Investor's Fiduciary Advisor Network first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
Investor's Fiduciary Advisor Network's State Street SPDR S&P 500 ETF Trust position peaked at $3.33M in Q4 2025.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.