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 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	$1.73K	Sell	5,622 -516	-8%	-$151K	0.25%	79
2020 Q1	$1.58K	Hold	6,138	–	–	0.26%	81
2019 Q4	$1.58M	Buy	+6,138	New	+$1.89M	0.23%	95

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

tru Independence's SPY Position: Q1 2026 in Review

tru Independence reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.4% in Q1 2026, selling an estimated $8.16K and leaving 478 shares worth $311K. The position accounts for 0.15% of the portfolio, ranked #77.

tru Independence first reported a position in SPY in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.6M in Q1 2021. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

tru Independence held 478 shares of State Street SPDR S&P 500 ETF Trust worth $311K as of Q1 2026.
tru Independence sold 12 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $8.16K.
State Street SPDR S&P 500 ETF Trust made up 0.15% of tru Independence's portfolio in Q1 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 21 quarters since.
tru Independence's State Street SPDR S&P 500 ETF Trust position peaked at $1.6M in Q1 2021.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.