Iams Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History

Iams Wealth Management, LLC

$219 Billion
Q4 2024

A detailed history of Iams Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Iams Wealth Management, LLC holds 16,708 shares of SPY stock, worth $10.1 Million. This represents 4.48% of its overall portfolio holdings.

Number of Shares

16,708

Previous 13,698 21.97%

Holding current value

$10.1 Million

Previous $7.86 Billion 24.59%

% of portfolio

4.48%

Previous 3.86%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$567.81 - $607.81 $1.71 Million - $1.83 Million	3,010 Added 21.97%	16,708 $9.79 Billion
Q3 2024 Oct 11, 2024	BUY	$517.38 - $573.86 $616,199 - $683,467	1,191 Added 9.52%	13,698 $7.86 Billion
Q2 2024 Aug 05, 2024	BUY	$495.16 - $548.49 $4.35 Million - $4.82 Million	8,790 Added 236.48%	12,507 $6.81 Billion
Q1 2024 Apr 18, 2024	BUY	$467.28 - $523.17 $1.17 Million - $1.31 Million	2,496 Added 204.42%	3,717 $1.88 Billion
Q4 2023 Feb 07, 2024	SELL	$410.68 - $476.69 $8,624 - $10,010	-21 Reduced 1.69%	1,221 $580 Million
Q3 2023 Nov 14, 2023	BUY	$425.88 - $457.79 $528,942 - $568,575	1,242 New	1,242 $531 Million
Q1 2023 Oct 30, 2023	BUY	$379.5 - $416.78 $24,667 - $27,090	65 Added 10.69%	673 $272 Million
Q4 2022 Oct 27, 2023	BUY	$357.63 - $407.42 $217,439 - $247,711	608 New	608 $233 Million

Others Institutions Holding SPY

# of Institutions

4,656

Shares Held

579M

Call Options Held

285M

Put Options Held

684M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Iams Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History