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

Investors Research Corp’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 Q3	$4.19M	Buy	5,495 +2,743	+100%	+$2.08M	0.74%	32
2026 Q2	$2.06M	Buy	2,752 +1,727	+168%	+$1.25M	0.37%	41
2026 Q1	$667K	Sell	1,025 -18	-2%	-$12.2K	0.13%	143
2025 Q4	$711K	Buy	1,043 +26	+3%	+$17.6K	0.13%	148
2025 Q3	$678K	Buy	1,017 +6	+0.6%	+$3.85K	0.13%	166
2025 Q2	$625K	Hold	1,011	–	–	0.12%	176
2025 Q1	$566K	Hold	1,011	–	–	0.12%	175
2024 Q4	$593K	Hold	1,011	–	–	0.13%	175
2024 Q3	$580K	Hold	1,011	–	–	0.13%	189
2024 Q2	$550K	Buy	1,011 +31	+3%	+$16.2K	0.13%	190
2024 Q1	$513K	Hold	980	–	–	0.12%	207
2023 Q4	$466K	Hold	980	–	–	0.11%	223
2023 Q3	$419K	Sell	980 -24	-2%	-$10.7K	0.11%	227
2023 Q2	$445K	Buy	1,004 +24	+2%	+$10.1K	0.11%	229
2023 Q1	$401K	Hold	980	–	–	0.1%	239
2022 Q4	$375K	Sell	980 -3	-0.3%	-$1.15K	0.1%	242
2022 Q3	$351K	Buy	983 +17	+2%	+$6.75K	0.11%	235
2022 Q2	$364K	Hold	966	–	–	0.11%	233
2022 Q1	$436K	Sell	966 -11	-1%	-$4.9K	0.12%	211
2021 Q4	$464K	Hold	977	–	–	0.14%	195
2021 Q3	$419K	Sell	977 -10	-1%	-$4.41K	0.14%	195
2021 Q2	$422K	Buy	987 +801	+431%	+$334K	0.15%	195
2021 Q1	$74K	Hold	186	–	–	0.03%	441
2020 Q4	$70K	Hold	186	–	–	0.03%	472
2020 Q3	$62K	Hold	186	–	–	0.03%	467
2020 Q2	$57K	Hold	186	–	–	0.03%	460
2020 Q1	$48K	Hold	186	–	–	0.03%	451
2019 Q4	$60K	Buy	186 +96	+107%	+$29.6K	0.03%	494
2019 Q3	$27K	Sell	90 -12	-12%	-$3.55K	0.01%	626
2019 Q2	$30K	Hold	102	–	–	0.02%	597
2019 Q1	$29K	Buy	+102	New	+$27.7K	0.02%	589

Other funds holding SPY

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

PWM

Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

FCM

Floyd Capital Management Texarkana, Texas $115M AUM 14.48% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

Investors Research Corp's SPY Position: Q3 2026 in Review

Investors Research Corp increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 100% in Q3 2026, buying an estimated $2.08M and bringing the position to 5,495 shares worth $4.19M. The position accounts for 0.74% of the portfolio, ranked #32.

Investors Research Corp first reported a position in SPY in Q1 2019 and has held it in 31 quarters since. 263 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Investors Research Corp held 5,495 shares of State Street SPDR S&P 500 ETF Trust worth $4.19M as of Q3 2026.
Investors Research Corp bought 2,743 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $2.08M.
State Street SPDR S&P 500 ETF Trust made up 0.74% of Investors Research Corp's portfolio in Q3 2026, its #32 holding.
Investors Research Corp first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2019 and has held it in 31 quarters since.
263 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.