tru Independence’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

tru Independence’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	$337K	Sell	442 -2	-0.5%	-$1.52K	0.14%	77
2026 Q2	$332K	Sell	444 -34	-7%	-$24.6K	0.15%	78
2026 Q1	$311K	Sell	478 -12	-2%	-$8.16K	0.15%	77
2025 Q4	$334K	Sell	490 -66	-12%	-$44.6K	0.08%	104
2025 Q3	$371K	Buy	556 +29	+6%	+$18.6K	0.1%	99
2025 Q2	$326K	Sell	527 -264	-33%	-$151K	0.09%	98
2025 Q1	$442K	Sell	791 -1,237	-61%	-$727K	0.14%	79
2024 Q4	$1.19M	Buy	2,028 +76	+4%	+$44.8K	0.37%	57
2024 Q3	$1.12M	Buy	1,952 +216	+12%	+$119K	0.33%	60
2024 Q2	$945K	Sell	1,736 -82	-5%	-$42.9K	0.29%	62
2024 Q1	$951K	Sell	1,818 -444	-20%	-$221K	0.28%	66
2023 Q4	$1.08M	Buy	2,262 +1,738	+332%	+$774K	0.33%	62
2023 Q3	$224K	Buy	524 +47	+10%	+$20.9K	0.08%	114
2023 Q2	$211K	Buy	+477	New	+$200K	0.07%	117
2022 Q2	–	Sell	-1,807	Closed	-$815K	–	202
2022 Q1	$815K	Buy	1,807 +129	+8%	+$57.4K	0.22%	78
2021 Q4	$797K	Hold	1,678	–	–	0.22%	80
2021 Q3	$719K	Buy	+1,678	New	+$740K	0.2%	82
2021 Q2	–	Sell	-3,930	Closed	-$1.6M	–	369
2021 Q1	$1.6M	Buy	3,930 +1,204	+44%	+$464K	0.3%	80
2020 Q4	$113K	Buy	2,726 +378	+16%	+$134K	0.21%	42
2020 Q3	$786K	Sell	2,348 -3,274	-58%	-$1.09M	0.22%	89
2020 Q2	$1.73M	Sell	5,622 -516	-8%	-$151K	0.25%	79
2020 Q1	$1.58M	Hold	6,138	–	–	0.26%	81
2019 Q4	$1.58M	Buy	+6,138	New	+$1.89M	0.23%	95

Other funds holding SPY

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

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

CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

tru Independence's SPY Position: Q3 2026 in Review

tru Independence reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.45% in Q3 2026, selling an estimated $1.52K and leaving 442 shares worth $337K. The position accounts for 0.14% of the portfolio, ranked #77.

tru Independence first reported a position in SPY in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.73M in Q2 2020. 1,642 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

tru Independence held 442 shares of State Street SPDR S&P 500 ETF Trust worth $337K as of Q3 2026.
tru Independence sold 2 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $1.52K.
State Street SPDR S&P 500 ETF Trust made up 0.14% of tru Independence's portfolio in Q3 2026, its #77 holding.
tru Independence first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 23 quarters since.
tru Independence's State Street SPDR S&P 500 ETF Trust position peaked at $1.73M in Q2 2020.
1,642 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on tru Independence's 13F filing for Q3 2026, filed 20 Oct 2026.