IMG Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

IMG Wealth Management’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$118K	Hold	181	–	–	0.08%	132
2025 Q4	$123K	Sell	181 -15	-8%	-$10.1K	0.08%	119
2025 Q3	$131K	Buy	196 +3	+2%	+$1.92K	0.09%	107
2025 Q2	$119K	Buy	193 +9	+5%	+$5.14K	0.09%	109
2025 Q1	$103K	Sell	184 -9	-5%	-$5.29K	0.09%	107
2024 Q4	$113K	Buy	+193	New	+$114K	0.1%	94

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IMG Wealth Management's SPY Position: Q1 2026 in Review

IMG Wealth Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 181 shares worth $118K. The position accounts for 0.08% of the portfolio, ranked #132.

IMG Wealth Management first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. The position peaked at $131K in Q3 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

IMG Wealth Management held 181 shares of State Street SPDR S&P 500 ETF Trust worth $118K as of Q1 2026.
IMG Wealth Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.08% of IMG Wealth Management's portfolio in Q1 2026, its #132 holding.
IMG Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
IMG Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $131K in Q3 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.