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American State Bank (Iowa)’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

American State Bank (Iowa)’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 		$4.86M Hold
6,507
– – 1.97% 11
2026
Q1 		$4.23M Sell
6,507
-1
-0% -$680 2.03% 7
2025
Q4 		$4.44M Buy
6,508
+11
+0.2% +$7.43K 2.13% 7
2025
Q3 		$4.33M Buy
6,497
+17
+0.3% +$10.9K 2.21% 7
2025
Q2 		$4M Hold
6,480
– – 2.22% 8
2025
Q1 		$3.62M Buy
6,480
+30
+0.5% +$17.6K 2.19% 9
2024
Q4 		$3.78M Hold
6,450
– – 2.28% 9
2024
Q3 		$3.7M Hold
6,450
– – 2.25% 9
2024
Q2 		$3.51M Hold
6,450
– – 2.25% 9
2024
Q1 		$3.37M Hold
6,450
– – 2.26% 8
2023
Q4 		$3.07M Hold
6,450
– – 1.95% 9
2023
Q3 		$2.76M Hold
6,450
– – 1.98% 9
2023
Q2 		$2.86M Hold
6,450
– – 1.99% 9
2023
Q1 		$2.64M Hold
6,450
– – 1.93% 9
2022
Q4 		$2.47M Hold
6,450
– – 1.9% 7
2022
Q3 		$2.3M Hold
6,450
– – 2% 8
2022
Q2 		$2.43M Hold
6,450
– – 1.93% 8
2022
Q1 		$2.91M Buy
6,450
+118
+2% +$52.5K 2.02% 9
2021
Q4 		$3.01M Hold
6,332
– – 2.08% 8
2021
Q3 		$2.72M Hold
6,332
– – 2.11% 7
2021
Q2 		$2.71M Hold
6,332
– – 2.12% 7
2021
Q1 		$2.51M Hold
6,332
– – 2.14% 5
2020
Q4 		$2.37M Buy
+6,332
New +$2.25M 2.25% 6

Other funds holding SPY

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

American State Bank (Iowa)'s SPY Position: Q2 2026 in Review

American State Bank (Iowa) held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 6,507 shares worth $4.86M. The position accounts for 1.97% of the portfolio, ranked #11.

American State Bank (Iowa) first reported a position in SPY in Q4 2020 and has held it in 23 quarters since. 1,491 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • American State Bank (Iowa) held 6,507 shares of State Street SPDR S&P 500 ETF Trust worth $4.86M as of Q2 2026.
  • American State Bank (Iowa) left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
  • State Street SPDR S&P 500 ETF Trust made up 1.97% of American State Bank (Iowa)'s portfolio in Q2 2026, its #11 holding.
  • American State Bank (Iowa) first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 23 quarters since.
  • 1,491 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on American State Bank (Iowa)'s 13F filing for Q2 2026, filed 9 Jul 2026.