IVC Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

IVC Wealth Advisors’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	$847K	Hold	1,134	–	–	0.33%	58
2026 Q1	$738K	Hold	1,134	–	–	0.32%	58
2025 Q4	$773K	Hold	1,134	–	–	0.34%	56
2025 Q3	$755K	Buy	1,134 +1	+0.1%	+$641	0.34%	57
2025 Q2	$700K	Buy	1,133 +1	+0.1%	+$572	0.34%	58
2025 Q1	$633K	Hold	1,132	–	–	0.34%	62
2024 Q4	$663K	Sell	1,132 -4	-0.4%	-$2.36K	0.37%	58
2024 Q3	$652K	Buy	1,136 +1	+0.1%	+$553	0.36%	65
2024 Q2	$618K	Buy	1,135 +3	+0.3%	+$1.57K	0.35%	66
2024 Q1	$592K	Buy	1,132 +40	+4%	+$19.9K	0.34%	68
2023 Q4	$519K	Sell	1,092 -40	-4%	-$17.8K	0.32%	73
2023 Q3	$484K	Hold	1,132	–	–	0.32%	76
2023 Q2	$502K	Hold	1,132	–	–	0.32%	77
2023 Q1	$463K	Buy	1,132 +1	+0.1%	+$399	0.33%	74
2022 Q4	$433K	Hold	1,131	–	–	0.32%	81
2022 Q3	$404K	Hold	1,131	–	–	0.33%	73
2022 Q2	$427K	Buy	1,131 +1	+0.1%	+$410	0.33%	73
2022 Q1	$511K	Hold	1,130	–	–	0.34%	73
2021 Q4	$537K	Buy	1,130 +475	+73%	+$218K	0.35%	74
2021 Q3	$281K	Hold	655	–	–	0.19%	110
2021 Q2	$280K	Buy	655 +1	+0.2%	+$417	0.2%	112
2021 Q1	$259K	Sell	654 -15	-2%	-$5.79K	0.2%	102
2020 Q4	$250K	Buy	+669	New	+$237K	0.24%	100

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

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

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

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

IVC Wealth Advisors's SPY Position: Q2 2026 in Review

IVC Wealth Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 1,134 shares worth $847K. The position accounts for 0.33% of the portfolio, ranked #58.

IVC Wealth Advisors first reported a position in SPY in Q4 2020 and has held it in 23 quarters since. 906 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

IVC Wealth Advisors held 1,134 shares of State Street SPDR S&P 500 ETF Trust worth $847K as of Q2 2026.
IVC Wealth Advisors left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.33% of IVC Wealth Advisors's portfolio in Q2 2026, its #58 holding.
IVC Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 23 quarters since.
906 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.