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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
2023
Q3 		– Sell
-1,398
Closed -$615K – 218
2023
Q2 		$615K Buy
+1,398
New +$587K 0.22% 87

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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. 2,200 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.
  • 2,200 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.