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

Iams Wealth Management’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	$11.5M	Sell	15,461 -3,136	-17%	-$2.27M	3.48%	2
2026 Q1	$12.1M	Sell	18,597 -233	-1%	-$158K	4.22%	2
2025 Q4	$12.8M	Buy	18,830 +228	+1%	+$154K	4.64%	2
2025 Q3	$12.4M	Buy	18,602 +882	+5%	+$565K	4.97%	2
2025 Q2	$10.9M	Buy	17,720 +449	+3%	+$257K	5.03%	2
2025 Q1	$9.66M	Buy	17,271 +563	+3%	+$331K	4.43%	2
2024 Q4	$9.79M	Buy	16,708 +3,010	+22%	+$1.77M	4.48%	2
2024 Q3	$7.86M	Buy	13,698 +1,191	+10%	+$659K	3.86%	4
2024 Q2	$6.81M	Buy	12,507 +8,790	+236%	+$4.6M	3.73%	4
2024 Q1	$1.88M	Buy	3,717 +2,496	+204%	+$1.24M	1.15%	21
2023 Q4	$580K	Sell	1,221 -21	-2%	-$9.36K	0.38%	75
2023 Q3	$531K	Buy	+1,242	New	+$552K	0.37%	78
2023 Q2	–	Sell	-673	Closed	-$282K	–	213
2023 Q1	$272K	Buy	673 +65	+11%	+$25.9K	0.23%	89
2022 Q4	$233K	Buy	+608	New	+$234K	0.24%	87

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Iams Wealth Management's SPY Position: Q2 2026 in Review

Iams Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 17% in Q2 2026, selling an estimated $2.27M and leaving 15,461 shares worth $11.5M. The position accounts for 3.48% of the portfolio, ranked #2.

Iams Wealth Management first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.8M in Q4 2025. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Iams Wealth Management held 15,461 shares of State Street SPDR S&P 500 ETF Trust worth $11.5M as of Q2 2026.
Iams Wealth Management sold 3,136 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $2.27M.
State Street SPDR S&P 500 ETF Trust made up 3.48% of Iams Wealth Management's portfolio in Q2 2026, its #2 holding.
Iams Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 14 quarters since.
Iams Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $12.8M in Q4 2025.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.