IMA Advisory Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$42.1K Buy
+29
New +$21K ﹤0.01% 530

Other funds holding SPY

IMA Advisory Services's SPY Position: Q2 2026 in Review

IMA Advisory Services increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 29% in Q2 2026, buying an estimated $6.14M and bringing the position to 37,569 shares worth $28.1M. The position accounts for 1.75% of the portfolio, ranked #13.

IMA Advisory Services first reported a position in SPY in Q2 2013 and has held it in 52 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • IMA Advisory Services held 37,569 shares of State Street SPDR S&P 500 ETF Trust worth $28.1M as of Q2 2026.
  • IMA Advisory Services bought 8,464 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $6.14M.
  • State Street SPDR S&P 500 ETF Trust made up 1.75% of IMA Advisory Services's portfolio in Q2 2026, its #13 holding.
  • IMA Advisory Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 52 quarters since.
  • 4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.