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 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IMG Wealth Management's SPY Position: Q2 2026 in Review

IMG Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.55% in Q2 2026, buying an estimated $725 and bringing the position to 182 shares worth $136K. The position accounts for 0.08% of the portfolio, ranked #136.

IMG Wealth Management first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

IMG Wealth Management held 182 shares of State Street SPDR S&P 500 ETF Trust worth $136K as of Q2 2026.
IMG Wealth Management bought 1 State Street SPDR S&P 500 ETF Trust share in Q2 2026, an estimated $725.
State Street SPDR S&P 500 ETF Trust made up 0.08% of IMG Wealth Management's portfolio in Q2 2026, its #136 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 7 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 IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.