IWP
SPYM

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

IAG Wealth Partners’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$73.7M Sell
838,486
-7,712
-0.9% -$658K 7.29% 1
2026
Q1 		$64.8M Buy
846,198
+33,910
+4% +$2.71M 7.23% 1
2025
Q4 		$65.2M Sell
812,288
-2,187
-0.3% -$174K 7.55% 1
2025
Q3 		$63.8M Sell
814,475
-231,596
-22% -$17.5M 7.66% 2
2025
Q2 		$76M Buy
1,046,071
+254,362
+32% +$17.1M 10.06% 1
2025
Q1 		$52.1M Buy
791,709
+36,238
+5% +$2.51M 8.09% 2
2024
Q4 		$52.1M Buy
755,471
+36,218
+5% +$2.51M 9.19% 1
2024
Q3 		$48.6M Sell
719,253
-1,513
-0.2% -$98.4K 8.98% 1
2024
Q2 		$46.1M Sell
720,766
-17,291
-2% -$1.06M 9.27% 1
2024
Q1 		$45.4M Buy
738,057
+4,118
+0.6% +$241K 9.75% 1
2023
Q4 		$41M Buy
733,939
+1,528
+0.2% +$80.1K 9.36% 2
2023
Q3 		$36.8M Sell
732,411
-10,419
-1% -$545K 10.26% 1
2023
Q2 		$38.7M Sell
742,830
-218,794
-23% -$10.8M 10.23% 1
2023
Q1 		$46.3M Buy
961,624
+41,002
+4% +$1.92M 12.85% 1
2022
Q4 		$41.4M Buy
920,622
+74,878
+9% +$3.38M 12.2% 1
2022
Q3 		$35.5M Buy
845,744
+20,050
+2% +$936K 11.8% 1
2022
Q2 		$36.6M Buy
825,694
+178,805
+28% +$8.62M 11.98% 1
2022
Q1 		$34.4M Sell
646,889
-4,522
-0.7% -$237K 10.81% 2
2021
Q4 		$36.4M Sell
651,411
-39,067
-6% -$2.11M 11.66% 1
2021
Q3 		$34.8M Buy
690,478
+77,532
+13% +$4.02M 12.4% 1
2021
Q2 		$30.9M Buy
612,946
+28,727
+5% +$1.41M 11.07% 1
2021
Q1 		$27.2M Buy
584,219
+27,464
+5% +$1.25M 10.38% 2
2020
Q4 		$24.5M Buy
556,755
+45,162
+9% +$1.88M 10% 3
2020
Q3 		$20.1M Buy
511,593
+9,566
+2% +$372K 9.29% 3
2020
Q2 		$18.2M Buy
502,027
+107,728
+27% +$3.7M 8.82% 3
2020
Q1 		$11.9M Buy
394,299
+109,716
+39% +$3.94M 7.96% 3
2019
Q4 		$10.8M Buy
+284,583
New +$10.3M 7.03% 4

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

IAG Wealth Partners's SPYM Position: Q2 2026 in Review

IAG Wealth Partners reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.91% in Q2 2026, selling an estimated $658K and leaving 838,486 shares worth $73.7M. The position accounts for 7.29% of the portfolio, ranked #1.

IAG Wealth Partners first reported a position in SPYM in Q4 2019 and has held it in 27 quarters since. The position peaked at $76M in Q2 2025. 1,719 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • IAG Wealth Partners held 838,486 shares of State Street SPDR Portfolio S&P 500 ETF worth $73.7M as of Q2 2026.
  • IAG Wealth Partners sold 7,712 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $658K.
  • State Street SPDR Portfolio S&P 500 ETF made up 7.29% of IAG Wealth Partners's portfolio in Q2 2026, its #1 holding.
  • IAG Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • IAG Wealth Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $76M in Q2 2025.
  • 1,719 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.