Iowa State Bank’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Iowa State Bank’s Portfolio SPYG Stock Details SPYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.84M	Buy	23,878 +70	+0.3%	+$8K	0.47%	57
2026 Q1	$2.33M	Sell	23,808 -1,798	-7%	-$187K	0.43%	68
2025 Q4	$2.73M	Sell	25,606 -360	-1%	-$38.2K	0.51%	56
2025 Q3	$2.71M	Buy	25,966 +72	+0.3%	+$7.17K	0.52%	55
2025 Q2	$2.47M	Sell	25,894 -2,295	-8%	-$197K	0.49%	63
2025 Q1	$2.27M	Sell	28,189 -5,739	-17%	-$501K	0.48%	67
2024 Q4	$2.98M	Sell	33,928 -1,528	-4%	-$132K	0.62%	49
2024 Q3	$2.94M	Sell	35,456 -4,852	-12%	-$388K	0.6%	54
2024 Q2	$3.23M	Sell	40,308 -454	-1%	-$33.9K	0.71%	47
2024 Q1	$2.98M	Buy	40,762 +698	+2%	+$48.6K	0.66%	55
2023 Q4	$2.61M	Buy	40,064 +1,003	+3%	+$61.9K	0.63%	58
2023 Q3	$2.32M	Buy	39,061 +1,494	+4%	+$91.5K	0.6%	59
2023 Q2	$2.29M	Buy	37,567 +282	+0.8%	+$16.2K	0.58%	58
2023 Q1	$2.06M	Sell	37,285 -2,443	-6%	-$129K	0.52%	69
2022 Q4	$2.01M	Sell	39,728 -1,715	-4%	-$89.2K	0.51%	68
2022 Q3	$2.08M	Sell	41,443 -2,271	-5%	-$128K	0.59%	65
2022 Q2	$2.29M	Sell	43,714 -590	-1%	-$33.8K	0.61%	61
2022 Q1	$2.93M	Sell	44,304 -2,278	-5%	-$148K	0.68%	58
2021 Q4	$3.38M	Sell	46,582 -1,418	-3%	-$99K	0.79%	49
2021 Q3	$3.07M	Sell	48,000 -11	-0%	-$726	0.86%	42
2021 Q2	$3.02M	Sell	48,011 -10	-0%	-$600	0.85%	43
2021 Q1	$2.71M	Sell	48,021 -1,068	-2%	-$59.8K	0.81%	46
2020 Q4	$2.71M	Buy	49,089 +1,855	+4%	+$97.5K	0.9%	42
2020 Q3	$2.37M	Sell	47,234 -35	-0.1%	-$1.72K	0.92%	37
2020 Q2	$2.12M	Buy	47,269 +2,697	+6%	+$112K	0.92%	41
2020 Q1	$1.59M	Buy	44,572 +1,664	+4%	+$68.2K	0.75%	46
2019 Q4	$1.8M	Sell	42,908 -16,124	-27%	-$646K	0.64%	51
2019 Q3	$2.3M	Sell	59,032 -925	-2%	-$36.1K	0.87%	41
2019 Q2	$2.32M	Buy	59,957 +2,283	+4%	+$86.7K	1.03%	38
2019 Q1	$2.15M	Buy	57,674 +1,630	+3%	+$57.6K	0.98%	39
2018 Q4	$1.82M	Buy	56,044 +2,661	+5%	+$93K	0.92%	39
2018 Q3	$2.04M	Buy	53,383 +990	+2%	+$36.8K	0.91%	39
2018 Q2	$1.84M	Buy	52,393 +3,100	+6%	+$108K	0.88%	39
2018 Q1	$1.65M	Buy	49,293 +10,180	+26%	+$351K	0.8%	45
2017 Q4	$1.29M	Buy	39,113 +7,697	+25%	+$248K	0.58%	49
2017 Q3	$973K	Buy	+31,416	New	+$956K	0.46%	53

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

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

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

Iowa State Bank increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.29% in Q2 2026, buying an estimated $8K and bringing the position to 23,878 shares worth $2.84M. The position accounts for 0.47% of the portfolio, ranked #57.

Iowa State Bank first reported a position in SPYG in Q3 2017 and has held it in 36 quarters since. The position peaked at $3.38M in Q4 2021. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Iowa State Bank held 23,878 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.84M as of Q2 2026.
Iowa State Bank bought 70 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $8K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.47% of Iowa State Bank's portfolio in Q2 2026, its #57 holding.
Iowa State Bank first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2017 and has held it in 36 quarters since.
Iowa State Bank's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $3.38M in Q4 2021.
1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

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