Integrity Investment Advisors, LLC SPY SPDR S&P 500 ETF TR

Ownership history in Integrity Investment Advisors, LLC  ·  4 quarters on record

AI Ownership Summary

Integrity Investment Advisors, LLC reported SPDR S&P 500 ETF TR (SPY) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.39% in 2025 Q2. The latest visible filing shows SPY at 0.25% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Integrity Investment Advisors, LLC's position in SPDR S&P 500 ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SPY was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Integrity Investment Advisors, LLC held SPY — position size vs. price
% of Fund (quarterly)    SPY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 772 -19 -2.4% 0.25% $576K 2026-07-21 $748.28
2026 Q1 REDUCED 791 -36 -4.4% 0.28% $514K 2026-04-30 $716.81
2025 Q4 ADDED 827 +2 +0.2% 0.31% $564K 2026-02-13 $678.15
2025 Q2 INITIATED 825 0.39% $510K 2025-08-13 $637.82

FAQ About Integrity Investment Advisors, LLC and SPY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Integrity Investment Advisors, LLC reported owning SPY?

Integrity Investment Advisors, LLC reported SPY across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported SPY position in Integrity Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for SPY was 0.39% in 2025 Q2.

What is the latest reported SPY position on this page?

The most recent filing on this page is 2026 Q2, when Integrity Investment Advisors, LLC reported 772 shares, equal to 0.25% of portfolio, with an estimated market value of $576K.

What does the chart on this SPY ownership page compare?

The chart compares Integrity Investment Advisors, LLC's quarterly SPY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Integrity Investment Advisors, LLC time their SPY position?

Based on 13F filing dates vs. subsequent SPY price moves, Integrity Investment Advisors, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on SPY relative to SPY over the holding period was +17061.3%.

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