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 Q3	$139K	Hold	182	–	–	0.07%	133
2026 Q2	$136K	Buy	182 +1	+0.6%	+$725	0.08%	136
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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

IMG Wealth Management's SPY Position: Q3 2026 in Review

IMG Wealth Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 182 shares worth $139K. The position accounts for 0.07% of the portfolio, ranked #133.

IMG Wealth Management first reported a position in SPY in Q4 2024 and has held it in 8 quarters since. 2,238 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

IMG Wealth Management held 182 shares of State Street SPDR S&P 500 ETF Trust worth $139K as of Q3 2026.
IMG Wealth Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 0.07% of IMG Wealth Management's portfolio in Q3 2026, its #133 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 8 quarters since.
2,238 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.