Security National Bank of Sioux City Iowa’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Security National Bank of Sioux City Iowa’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 Q1	$345K	Hold	530	–	–	0.2%	84
2025 Q4	$361K	Hold	530	–	–	0.23%	72
2025 Q3	$353K	Hold	530	–	–	0.23%	69
2025 Q2	$327K	Hold	530	–	–	0.23%	71
2025 Q1	$296K	Hold	530	–	–	0.22%	75
2024 Q4	$311K	Hold	530	–	–	0.22%	77
2024 Q3	$304K	Hold	530	–	–	0.19%	89
2024 Q2	$288K	Hold	530	–	–	0.21%	79
2024 Q1	$277K	Hold	530	–	–	0.2%	82
2023 Q4	$252K	Hold	530	–	–	0.19%	82
2023 Q3	$227K	Hold	530	–	–	0.18%	86
2023 Q2	$235K	Buy	+530	New	+$222K	0.18%	83
2022 Q4	$291K	Buy	+760	New	+$292K	0.22%	82
2022 Q2	–	Sell	-530	Closed	-$239K	–	92
2022 Q1	$239K	Hold	530	–	–	0.18%	80
2021 Q4	$252K	Hold	530	–	–	0.17%	83
2021 Q3	$227K	Sell	530 -123	-19%	-$54.3K	0.17%	82
2021 Q2	$280K	Buy	653 +123	+23%	+$51.3K	0.22%	79
2021 Q1	$210K	Buy	+530	New	+$204K	0.17%	96
2019 Q4	–	Sell	-1,395	Closed	-$414K	–	98
2019 Q3	$414K	Hold	1,395	–	–	0.47%	57
2019 Q2	$409K	Hold	1,395	–	–	0.48%	57
2019 Q1	$394K	Sell	1,395 -10	-0.7%	-$2.72K	0.45%	61
2018 Q4	$351K	Hold	1,405	–	–	0.36%	62
2018 Q3	$408K	Hold	1,405	–	–	0.36%	67
2018 Q2	$381K	Hold	1,405	–	–	0.36%	70
2018 Q1	$370K	Sell	1,405 -613	-30%	-$167K	0.35%	71
2017 Q4	$539K	Buy	2,018 +585	+41%	+$152K	0.49%	70
2017 Q3	$360K	Buy	1,433 +353	+33%	+$87K	0.35%	72
2017 Q2	$261K	Hold	1,080	–	–	0.26%	76
2017 Q1	$255K	Buy	1,080 +130	+14%	+$30.2K	0.25%	79
2016 Q4	$212K	Hold	950	–	–	0.22%	74
2016 Q3	$205K	Buy	+950	New	+$205K	0.23%	72
2015 Q1	–	Sell	-1,210	Closed	-$249K	–	82
2014 Q4	$249K	Sell	1,210 -23	-2%	-$4.62K	0.28%	72
2014 Q3	$243K	Hold	1,233	–	–	0.27%	71
2014 Q2	$241K	Hold	1,233	–	–	0.27%	69
2014 Q1	$231K	Sell	1,233 -3,000	-71%	-$551K	0.27%	70
2013 Q4	$782K	Buy	4,233 +3,000	+243%	+$531K	0.95%	60
2013 Q3	$207K	Sell	1,233 -184	-13%	-$30.8K	0.3%	68
2013 Q2	$228K	Buy	+1,417	New	+$228K	0.36%	65

Other funds holding SPY

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Security National Bank of Sioux City Iowa's SPY Position: Q1 2026 in Review

Security National Bank of Sioux City Iowa held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 530 shares worth $345K. The position accounts for 0.2% of the portfolio, ranked #84.

Security National Bank of Sioux City Iowa first reported a position in SPY in Q2 2013 and has held it in 38 quarters since. The position peaked at $782K in Q4 2013. 4,573 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Security National Bank of Sioux City Iowa held 530 shares of State Street SPDR S&P 500 ETF Trust worth $345K as of Q1 2026.
Security National Bank of Sioux City Iowa left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.2% of Security National Bank of Sioux City Iowa's portfolio in Q1 2026, its #84 holding.
Security National Bank of Sioux City Iowa first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 38 quarters since.
Security National Bank of Sioux City Iowa's State Street SPDR S&P 500 ETF Trust position peaked at $782K in Q4 2013.
4,573 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q1 2026, filed 15 May 2026.