ISB
SPY icon

Iowa State Bank’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Iowa State Bank’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 		$7.33M Sell
9,819
-105
-1% -$76.1K 1.23% 25
2026
Q1 		$6.45M Sell
9,924
-482
-5% -$328K 1.19% 26
2025
Q4 		$7.1M Buy
10,406
+290
+3% +$196K 1.33% 22
2025
Q3 		$6.74M Buy
10,116
+48
+0.5% +$30.8K 1.28% 24
2025
Q2 		$6.22M Sell
10,068
-1,258
-11% -$719K 1.24% 26
2025
Q1 		$6.34M Sell
11,326
-1,826
-14% -$1.07M 1.35% 26
2024
Q4 		$7.71M Sell
13,152
-1,030
-7% -$607K 1.6% 21
2024
Q3 		$8.14M Buy
14,182
+305
+2% +$169K 1.67% 18
2024
Q2 		$7.55M Sell
13,877
-77
-0.6% -$40.3K 1.67% 18
2024
Q1 		$7.3M Buy
13,954
+306
+2% +$152K 1.62% 20
2023
Q4 		$6.49M Buy
13,648
+606
+5% +$270K 1.56% 21
2023
Q3 		$5.58M Sell
13,042
-38
-0.3% -$16.9K 1.45% 23
2023
Q2 		$5.8M Sell
13,080
-96
-0.7% -$40.3K 1.46% 22
2023
Q1 		$5.39M Sell
13,176
-806
-6% -$322K 1.35% 22
2022
Q4 		$5.35M Buy
13,982
+1,003
+8% +$386K 1.34% 23
2022
Q3 		$4.64M Buy
12,979
+3,410
+36% +$1.35M 1.32% 26
2022
Q2 		$3.61M Buy
9,569
+1,604
+20% +$657K 0.96% 41
2022
Q1 		$3.6M Buy
7,965
+551
+7% +$245K 0.83% 46
2021
Q4 		$3.52M Buy
7,414
+556
+8% +$255K 0.83% 46
2021
Q3 		$2.94M Sell
6,858
-1,153
-14% -$509K 0.82% 43
2021
Q2 		$3.43M Buy
8,011
+614
+8% +$256K 0.96% 37
2021
Q1 		$2.93M Sell
7,397
-184
-2% -$71K 0.88% 43
2020
Q4 		$2.83M Buy
7,581
+604
+9% +$214K 0.94% 39
2020
Q3 		$2.34M Buy
6,977
+180
+3% +$59.7K 0.9% 38
2020
Q2 		$2.1M Buy
6,797
+2,712
+66% +$794K 0.91% 43
2020
Q1 		$1.05M Buy
4,085
+2,286
+127% +$697K 0.5% 59
2019
Q4 		$579K Hold
1,799
– – 0.21% 88
2019
Q3 		$534K Sell
1,799
-700
-28% -$207K 0.2% 86
2019
Q2 		$732K Buy
2,499
+774
+45% +$223K 0.33% 64
2019
Q1 		$487K Hold
1,725
– – 0.22% 72
2018
Q4 		$431K Buy
1,725
+277
+19% +$74.7K 0.22% 73
2018
Q3 		$421K Sell
1,448
-100
-6% -$28.5K 0.19% 78
2018
Q2 		$420K Hold
1,548
– – 0.2% 77
2018
Q1 		$407K Buy
1,548
+115
+8% +$31.4K 0.2% 74
2017
Q4 		$382K Sell
1,433
-105
-7% -$27.3K 0.17% 77
2017
Q3 		$386K Hold
1,538
– – 0.18% 73
2017
Q2 		$372K Buy
1,538
+13
+0.9% +$3.12K 0.18% 74
2017
Q1 		$360K Hold
1,525
– – 0.18% 71
2016
Q4 		$341K Buy
1,525
+135
+10% +$29.5K 0.17% 73
2016
Q3 		$301K Hold
1,390
– – 0.16% 74
2016
Q2 		$291K Hold
1,390
– – 0.16% 75
2016
Q1 		$286K Buy
1,390
+165
+13% +$32.2K 0.16% 74
2015
Q4 		$250K Hold
1,225
– – 0.15% 71
2015
Q3 		$235K Hold
1,225
– – 0.16% 71
2015
Q2 		$252K Hold
1,225
– – 0.16% 69
2015
Q1 		$253K Hold
1,225
– – 0.16% 67
2014
Q4 		$252K Hold
1,225
– – 0.16% 66
2014
Q3 		$241K Hold
1,225
– – 0.16% 65
2014
Q2 		$240K Hold
1,225
– – 0.16% 66
2014
Q1 		$229K Buy
+1,225
New +$225K 0.16% 66

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
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
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

Iowa State Bank's SPY Position: Q2 2026 in Review

Iowa State Bank reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.1% in Q2 2026, selling an estimated $76.1K and leaving 9,819 shares worth $7.33M. The position accounts for 1.23% of the portfolio, ranked #25.

Iowa State Bank first reported a position in SPY in Q1 2014 and has held it in 50 quarters since. The position peaked at $8.14M in Q3 2024. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Iowa State Bank held 9,819 shares of State Street SPDR S&P 500 ETF Trust worth $7.33M as of Q2 2026.
  • Iowa State Bank sold 105 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $76.1K.
  • State Street SPDR S&P 500 ETF Trust made up 1.23% of Iowa State Bank's portfolio in Q2 2026, its #25 holding.
  • Iowa State Bank first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2014 and has held it in 50 quarters since.
  • Iowa State Bank's State Street SPDR S&P 500 ETF Trust position peaked at $8.14M in Q3 2024.
  • 2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Iowa State Bank's 13F filing for Q2 2026, filed 28 Jul 2026.