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 Q3	$865K	Hold	1,134	–	–	0.35%	53
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%	-$5.78K	0.2%	102
2020 Q4	$250K	Buy	+669	New	+$237K	0.24%	100

Other funds holding SPY

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

IVC Wealth Advisors's SPY Position: Q3 2026 in Review

IVC Wealth Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 1,134 shares worth $865K. The position accounts for 0.35% of the portfolio, ranked #53.

IVC Wealth Advisors first reported a position in SPY in Q4 2020 and has held it in 24 quarters since. 3,363 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

IVC Wealth Advisors held 1,134 shares of State Street SPDR S&P 500 ETF Trust worth $865K as of Q3 2026.
IVC Wealth Advisors left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 0.35% of IVC Wealth Advisors's portfolio in Q3 2026, its #53 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 24 quarters since.
3,363 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.