Investors Asset Management of Georgia’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Investors Asset Management of Georgia’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	$3.01M	Buy	4,030 +404	+11%	+$293K	1.05%	20
2026 Q1	$2.36M	Buy	3,626 +178	+5%	+$121K	0.97%	28
2025 Q4	$2.35M	Buy	3,448 +123	+4%	+$83.1K	0.97%	25
2025 Q3	$2.22M	Buy	3,325 +265	+9%	+$170K	0.94%	27
2025 Q2	$1.89M	Buy	3,060 +450	+17%	+$257K	0.88%	32
2025 Q1	$1.46M	Sell	2,610 -16	-0.6%	-$9.4K	0.74%	40
2024 Q4	$1.54M	Sell	2,626 -22	-0.8%	-$13K	0.75%	39
2024 Q3	$1.52M	Buy	2,648 +189	+8%	+$105K	0.72%	40
2024 Q2	$1.34M	Buy	2,459 +328	+15%	+$172K	0.65%	48
2024 Q1	$1.11M	Sell	2,131 -299	-12%	-$149K	0.52%	58
2023 Q4	$1.14M	Buy	2,430 +660	+37%	+$294K	0.58%	53
2023 Q3	$753K	Buy	1,770 +27	+2%	+$12K	0.42%	67
2023 Q2	$773K	Buy	1,743 +6	+0.3%	+$2.52K	0.4%	68
2023 Q1	$711K	Buy	1,737 +9	+0.5%	+$3.59K	0.38%	76
2022 Q4	$661K	Buy	1,728 +58	+3%	+$22.3K	0.34%	78
2022 Q3	$597K	Buy	1,670 +4	+0.2%	+$1.59K	0.31%	82
2022 Q2	$628K	Buy	1,666 +47	+3%	+$19.3K	0.33%	79
2022 Q1	$731K	Sell	1,619 -16	-1%	-$7.12K	0.37%	77
2021 Q4	$777K	Buy	1,635 +42	+3%	+$19.3K	0.37%	74
2021 Q3	$684K	Buy	1,593 +18	+1%	+$7.94K	0.36%	74
2021 Q2	$674K	Buy	1,575 +8	+0.5%	+$3.34K	0.36%	72
2021 Q1	$621K	Buy	1,567 +200	+15%	+$77.1K	0.36%	72
2020 Q4	$511K	Sell	1,367 -400	-23%	-$142K	0.34%	70
2020 Q3	$592K	Sell	1,767 -253	-13%	-$83.8K	0.4%	56
2020 Q2	$623K	Buy	2,020 +26	+1%	+$7.61K	0.43%	50
2020 Q1	$514K	Buy	1,994 +209	+12%	+$63.8K	0.42%	53
2019 Q4	$575K	Hold	1,785	–	–	0.35%	67
2019 Q3	$530K	Buy	1,785 +45	+3%	+$13.3K	0.34%	69
2019 Q2	$510K	Sell	1,740 -12	-0.7%	-$3.46K	0.34%	69
2019 Q1	$495K	Buy	1,752 +94	+6%	+$25.5K	0.35%	69
2018 Q4	$414K	Buy	1,658 +127	+8%	+$34.2K	0.34%	75
2018 Q3	$445K	Buy	1,531 +64	+4%	+$18.2K	0.31%	80
2018 Q2	$398K	Buy	1,467 +34	+2%	+$9.18K	0.29%	87
2018 Q1	$377K	Buy	1,433 +250	+21%	+$68.2K	0.28%	96
2017 Q4	$316K	Hold	1,183	–	–	0.22%	109
2017 Q3	$297K	Hold	1,183	–	–	0.22%	106
2017 Q2	$286K	Buy	1,183 +4	+0.3%	+$959	0.2%	106
2017 Q1	$278K	Sell	1,179 -65	-5%	-$15.1K	0.19%	108
2016 Q4	$278K	Sell	1,244 -31	-2%	-$6.77K	0.21%	106
2016 Q3	$276K	Buy	1,275 +20	+2%	+$4.32K	0.21%	105
2016 Q2	$263K	Sell	1,255 -160	-11%	-$33.2K	0.2%	107
2016 Q1	$291K	Hold	1,415	–	–	0.24%	97
2015 Q4	$288K	Buy	1,415 +24	+2%	+$4.93K	0.24%	96
2015 Q3	$267K	Sell	1,391 -15	-1%	-$3.04K	0.24%	97
2015 Q2	$289K	Hold	1,406	–	–	0.25%	96
2015 Q1	$290K	Hold	1,406	–	–	0.24%	94
2014 Q4	$289K	Buy	+1,406	New	+$283K	0.25%	98

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

Investors Asset Management of Georgia's SPY Position: Q2 2026 in Review

Investors Asset Management of Georgia increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 11% in Q2 2026, buying an estimated $293K and bringing the position to 4,030 shares worth $3.01M. The position accounts for 1.05% of the portfolio, ranked #20.

Investors Asset Management of Georgia first reported a position in SPY in Q4 2014 and has held it in 47 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Investors Asset Management of Georgia held 4,030 shares of State Street SPDR S&P 500 ETF Trust worth $3.01M as of Q2 2026.
Investors Asset Management of Georgia bought 404 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $293K.
State Street SPDR S&P 500 ETF Trust made up 1.05% of Investors Asset Management of Georgia's portfolio in Q2 2026, its #20 holding.
Investors Asset Management of Georgia first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2014 and has held it in 47 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Investors Asset Management of Georgia's 13F filing for Q2 2026, filed 22 Jul 2026.