Ima Wealth, Inc. Spdr S&P 500 ETF Trust Transaction History

Ima Wealth, Inc.

$841 Million
Q1 2025

A detailed history of Ima Wealth, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Ima Wealth, Inc. holds 27,031 shares of SPY stock, worth $16.3 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares

27,031

Previous 26,493 2.03%

Holding current value

$16.3 Million

Previous $15.5 Million 2.62%

% of portfolio

1.8%

Previous 1.87%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$551.42 - $612.93 $296,663 - $329,756	538 Added 2.03%	27,031 $15.1 Million
Q4 2024 Feb 14, 2025	BUY	$567.81 - $607.81 $15 Million - $16.1 Million	26,493 New	26,493 $15.5 Million
Q1 2024 Apr 24, 2024	SELL	$467.28 - $523.17 $51,400 - $57,548	-110 Reduced 5.81%	1,783 $932,000
Q1 2021 May 13, 2021	SELL	$368.79 - $397.26 $73,758 - $79,452	-200 Reduced 9.56%	1,893 $750,000
Q1 2020 Apr 14, 2020	BUY	$222.95 - $338.34 $44,590 - $67,668	200 Added 10.57%	2,093 $539,000
Q4 2017 Feb 05, 2018	BUY	$252.32 - $268.2 $477,641 - $507,702	1,893	1,893 $505,000

Others Institutions Holding SPY

# of Institutions

5,067

Shares Held

584M

Call Options Held

390M

Put Options Held

668M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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