Spdr S&p 500 Etf shares owned by Iams Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Iams Wealth Management
from 13F filings
Historical chart of Iams Wealth Management investment in Spdr S&p 500 Etf
Tip: Access up to 7 years of quarterly data
All positions including Spdr S&p 500 Etf held by Iams Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by Iams Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 19k | 666.28 |
| 2025-06-30 | $11M | 18k | 617.90 |
| 2025-03-31 | $9.7M | 17k | 559.43 |
| 2024-12-31 | $9.8M | 17k | 586.08 |
| 2024-09-30 | $7.9M | 14k | 573.76 |
| 2024-06-30 | $6.8M | 13k | 544.26 |
| 2024-03-31 | $1.9M | 3.7k | 506.26 |
| 2023-12-31 | $580k | 1.2k | 475.31 |
| 2023-09-30 | $531k | 1.2k | 427.48 |
| 2023-06-30 | $615k | 1.4k | 439.56 |
| 2023-03-31 | $272k | 673 | 404.35 |
| 2022-12-31 | $233k | 608 | 382.43 |