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 $12.5 Million. This represents 4.97% of its overall portfolio holdings.
Number of Shares
18,602
Previous 17,720
4.98%
Holding current value
$12.5 Million
Previous $10.9 Billion
13.2%
% of portfolio
4.97%
Previous 5.03%
Shares
11 transactions
Others Institutions Holding SPY
# of Institutions
5,211Shares Held
631MCall Options Held
379MPut Options Held
723M-
Jpmorgan Chase & CO New York, NY58MShares$38.9 Billion2.54% of portfolio
-
Morgan Stanley New York, NY37MShares$24.8 Billion1.54% of portfolio
-
Goldman Sachs Group Inc New York, NY36.8MShares$24.7 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC30.9MShares$20.7 Billion1.43% of portfolio
-
Wells Fargo & Company San Francisco, CA20MShares$13.5 Billion2.65% of portfolio