Institute for Wealth Management, LLC. SPY holdings history
SS SPDR S&P 500 ETF TRUST-US · CUSIP 78462F103 · CIK 1533954
As of 2026-06-30, Institute for Wealth Management, LLC. reported 4.22K SPY (shares), valued at $3.15M, or 0.28% of its reported non-derivative portfolio. Filed 2026-07-28.
Verify history & sources →Shares decreased 34.68%; reported value decreased 24.99%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.28% | 4,217 | SEC filing ↗Filed Jul 28, 2026 |
| Q1 2026 | 0.45% | 6,456 | SEC filing ↗Filed May 14, 2026 |
| Q4 2025 | 0.72% | 9,939 | SEC filing ↗Filed Jan 27, 2026 |
| Q3 2025 | 0.76% | 10,941 | SEC filing ↗Filed Oct 17, 2025 |
| Q2 2025 | 0.64% | 9,305 | SEC filing ↗Filed Jul 18, 2025 |
| Q1 2025 | 0.66% | 9,175 | SEC filing ↗Filed Apr 21, 2025 |
| Q4 2024 | 1.23% | 16,709 | SEC filing ↗Filed Jan 23, 2025 |
| Q3 2024 | 0.69% | 9,501 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 0.69% | 9,520 | SEC filing ↗Filed Jul 25, 2024 |
| Q1 2024 | 8.70% | 128,298 | SEC filing ↗Filed Apr 30, 2024 |
| Q4 2023 | 1.38% | 17,772 | SEC filing ↗Filed Jan 31, 2024 |
| Q3 2023 | 1.57% | 20,123 | SEC filing ↗Filed Oct 13, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.57% | 20,123 | $8.60M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 13, 2023 |
| Q4 2023 | 1.38% | 17,772 | $8.45M | Shares decreased 11.68%; reported value decreased 1.80%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 31, 2024 |
| Q1 2024 | 8.70% | 128,298 | $67.11M | Shares increased 621.91%; reported value increased 694.45%, and weight changed +7.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2024 |
| Q2 2024 | 0.69% | 9,520 | $5.18M | Shares decreased 92.58%; reported value decreased 92.28%, and weight changed -8.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2024 |
| Q3 2024 | 0.69% | 9,501 | $5.45M | Shares decreased 0.20%; reported value increased 5.21%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 1.23% | 16,709 | $9.79M | Shares increased 75.87%; reported value increased 79.65%, and weight changed +0.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2025 |
| Q1 2025 | 0.66% | 9,175 | $5.13M | Shares decreased 45.09%; reported value decreased 47.59%, and weight changed -0.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2025 |
| Q2 2025 | 0.64% | 9,305 | $5.75M | Shares increased 1.42%; reported value increased 12.02%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2025 |
| Q3 2025 | 0.76% | 10,941 | $7.29M | Shares increased 17.58%; reported value increased 26.78%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 17, 2025 |
| Q4 2025 | 0.72% | 9,939 | $6.78M | Shares decreased 9.16%; reported value decreased 7.01%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2026 |
| Q1 2026 | 0.45% | 6,456 | $4.20M | Shares decreased 35.04%; reported value decreased 38.05%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2026 |
| Q2 2026 | 0.28% | 4,217 | $3.15M | Shares decreased 34.68%; reported value decreased 24.99%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 28, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.