Tru Independence Asset Management 2’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Tru Independence Asset Management 2’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	$881K	Buy	1,177 +46	+4%	+$33.4K	0.48%	45
2026 Q1	$738K	Hold	1,131	–	–	0.45%	47
2025 Q4	$774K	Hold	1,131	–	–	0.48%	47
2025 Q3	$756K	Hold	1,131	–	–	0.5%	49
2025 Q2	$701K	Sell	1,131 -270	-19%	-$154K	0.48%	52
2025 Q1	$786K	Buy	1,401 +91	+7%	+$53.5K	0.59%	41
2024 Q4	$770K	Hold	1,310	–	–	0.64%	35
2024 Q3	$754K	Buy	+1,310	New	+$724K	0.64%	35
2023 Q1	$583K	Buy	+1,425	New	+$569K	0.59%	35
2022 Q3	$603K	Sell	1,689 -261	-13%	-$104K	0.64%	24
2022 Q2	$735K	Sell	1,950 -63,000	-97%	-$25.8M	0.6%	26
2022 Q1	$29.3M	Buy	64,950 +62,169	+2,235%	+$27.7M	16.85%	1
2021 Q4	$1.32M	Sell	2,781 -7,297	-72%	-$3.35M	0.7%	32
2021 Q3	$4.33M	Sell	10,078 -289	-3%	-$127K	3.07%	11
2021 Q2	$4.44M	Buy	10,367 +1,023	+11%	+$427K	3.03%	12
2021 Q1	$3.7M	Buy	9,344 +3,988	+74%	+$1.54M	2.93%	9
2020 Q4	$2M	Buy	+5,356	New	+$1.9M	1.69%	19

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

Tru Independence Asset Management 2's SPY Position: Q2 2026 in Review

Tru Independence Asset Management 2 increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.1% in Q2 2026, buying an estimated $33.4K and bringing the position to 1,177 shares worth $881K. The position accounts for 0.48% of the portfolio, ranked #45.

Tru Independence Asset Management 2 first reported a position in SPY in Q4 2020 and has held it in 17 quarters since. The position peaked at $29.3M in Q1 2022. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Tru Independence Asset Management 2 held 1,177 shares of State Street SPDR S&P 500 ETF Trust worth $881K as of Q2 2026.
Tru Independence Asset Management 2 bought 46 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $33.4K.
State Street SPDR S&P 500 ETF Trust made up 0.48% of Tru Independence Asset Management 2's portfolio in Q2 2026, its #45 holding.
Tru Independence Asset Management 2 first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 17 quarters since.
Tru Independence Asset Management 2's State Street SPDR S&P 500 ETF Trust position peaked at $29.3M in Q1 2022.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2026, filed 11 Aug 2026.