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

Iams Wealth Management, LLC

  • $249 Billion
  • Q3 2025

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 18,602 shares of SPY stock, worth $12.4 Million. This represents 4.97% of its overall portfolio holdings.

Number of Shares
18,602
Previous 17,720 4.98%
Holding current value
$12.4 Million
Previous $10.9 Billion 13.2%
% of portfolio
4.97%
Previous 5.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
BUY
$617.65 - $666.84 $544,767 - $588,152
882 Added 4.98%
18,602 $12.4 Billion
Q2 2025

Jul 14, 2025
BUY
$496.48 - $617.85 $222,919 - $277,414
449 Added 2.6%
17,720 $10.9 Billion
Q1 2025

Apr 10, 2025
BUY
$551.42 - $612.93 $310,449 - $345,079
563 Added 3.37%
17,271 $9.66 Billion
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
5,290
Shares Held
558M
Call Options Held
343M
Put Options Held
765M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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