IAG Wealth Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

IAG Wealth Partners’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	$360K	Hold	554	–	–	0.04%	93
2025 Q4	$378K	Hold	554	–	–	0.04%	93
2025 Q3	$369K	Sell	554 -65	-11%	-$41.7K	0.04%	92
2025 Q2	$382K	Sell	619 -11	-2%	-$6.29K	0.05%	86
2025 Q1	$352K	Buy	630 +64	+11%	+$37.6K	0.05%	87
2024 Q4	$331K	Sell	566 -15	-3%	-$8.84K	0.06%	84
2024 Q3	$333K	Buy	581 +42	+8%	+$23.2K	0.06%	82
2024 Q2	$293K	Buy	539 +8	+2%	+$4.19K	0.06%	80
2024 Q1	$277K	Buy	531 +190	+56%	+$94.6K	0.06%	80
2023 Q4	$162K	Buy	341 +13	+4%	+$5.79K	0.04%	94
2023 Q3	$140K	Hold	328	–	–	0.04%	94
2023 Q2	$145K	Sell	328 -161	-33%	-$67.6K	0.04%	101
2023 Q1	$200K	Hold	489	–	–	0.06%	77
2022 Q4	$187K	Buy	489 +94	+24%	+$36.1K	0.06%	72
2022 Q3	$141K	Sell	395 -37	-9%	-$14.7K	0.05%	73
2022 Q2	$163K	Buy	432 +91	+27%	+$37.3K	0.05%	73
2022 Q1	$154K	Hold	341	–	–	0.05%	73
2021 Q4	$162K	Sell	341 -40	-10%	-$18.4K	0.05%	66
2021 Q3	$164K	Buy	381 +39	+11%	+$17.2K	0.06%	62
2021 Q2	$147K	Buy	342 +1	+0.3%	+$417	0.05%	60
2021 Q1	$136K	Sell	341 -430	-56%	-$166K	0.05%	63
2020 Q4	$289K	Buy	771 +177	+30%	+$62.8K	0.12%	42
2020 Q3	$199K	Buy	594 +18	+3%	+$5.96K	0.09%	53
2020 Q2	$178K	Buy	576 +29	+5%	+$8.49K	0.09%	51
2020 Q1	$141K	Sell	547 -232	-30%	-$70.8K	0.09%	56
2019 Q4	$251K	Buy	+779	New	+$240K	0.16%	43

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

IAG Wealth Partners's SPY Position: Q1 2026 in Review

IAG Wealth Partners held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 554 shares worth $360K. The position accounts for 0.04% of the portfolio, ranked #93.

IAG Wealth Partners first reported a position in SPY in Q4 2019 and has held it in 26 quarters since. The position peaked at $382K in Q2 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

IAG Wealth Partners held 554 shares of State Street SPDR S&P 500 ETF Trust worth $360K as of Q1 2026.
IAG Wealth Partners left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.04% of IAG Wealth Partners's portfolio in Q1 2026, its #93 holding.
IAG Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 26 quarters since.
IAG Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $382K in Q2 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.