IAG Wealth Partners, LLC SPYM holdings history
STE STR SPDR PT S&P 500 ETF · CUSIP 78464A854 · CIK 1827261
As of 2026-06-30, IAG Wealth Partners, LLC reported 838.49K SPYM (shares), valued at $73.69M, or 7.29% of its reported non-derivative portfolio. Filed 2026-08-06.
Verify history & sources →Shares decreased 0.91%; reported value increased 13.77%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 7.29% | 838,486 | SEC filing ↗Filed Aug 6, 2026 |
| Q1 2026 | 7.23% | 846,198 | SEC filing ↗Filed Apr 29, 2026 |
| Q4 2025 | 7.55% | 812,288 | SEC filing ↗Filed Feb 10, 2026 |
| Q3 2025 | 7.66% | 814,475 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | 10.06% | 1,046,071 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 8.09% | 791,709 | SEC filing ↗Filed Apr 16, 2025 |
| Q4 2024 | 9.19% | 755,471 | SEC filing ↗Filed Feb 10, 2025 |
| Q3 2024 | 8.98% | 719,253 | SEC filing ↗Filed Oct 29, 2024 |
| Q2 2024 | 9.27% | 720,766 | SEC filing ↗Filed Jul 16, 2024 |
| Q1 2024 | 9.75% | 738,057 | SEC filing ↗Filed Apr 24, 2024 |
| Q4 2023 | 9.36% | 733,939 | SEC filing ↗Filed Feb 2, 2024 |
| Q3 2023 | 10.26% | 732,411 | SEC filing ↗Filed Oct 24, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 10.26% | 732,411 | $36.81M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 24, 2023 |
| Q4 2023 | 9.36% | 733,939 | $41.03M | Shares increased 0.21%; reported value increased 11.45%, and weight changed -0.90 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 2, 2024 |
| Q1 2024 | 9.75% | 738,057 | $45.41M | Shares increased 0.56%; reported value increased 10.69%, and weight changed +0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2024 |
| Q2 2024 | 9.27% | 720,766 | $46.13M | Shares decreased 2.34%; reported value increased 1.58%, and weight changed -0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 2024 |
| Q3 2024 | 8.98% | 719,253 | $48.56M | Shares decreased 0.21%; reported value increased 5.26%, and weight changed -0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2024 |
| Q4 2024 | 9.19% | 755,471 | $52.08M | Shares increased 5.04%; reported value increased 7.26%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2025 |
| Q1 2025 | 8.09% | 791,709 | $52.06M | Shares increased 4.80%; reported value decreased 0.04%, and weight changed -1.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2025 |
| Q2 2025 | 10.06% | 1,046,071 | $76.04M | Shares increased 32.13%; reported value increased 46.05%, and weight changed +1.97 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 7.66% | 814,475 | $63.81M | Shares decreased 22.14%; reported value decreased 16.09%, and weight changed -2.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 7.55% | 812,288 | $65.16M | Shares decreased 0.27%; reported value increased 2.12%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 7.23% | 846,198 | $64.77M | Shares increased 4.17%; reported value decreased 0.60%, and weight changed -0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2026 |
| Q2 2026 | 7.29% | 838,486 | $73.69M | Shares decreased 0.91%; reported value increased 13.77%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2026 |
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