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

Ima Wealth, Inc.

$829 Million
Q4 2024

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 26,493 shares of SPY stock, worth $16.2 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares

26,493

Holding current value

$16.2 Million

% of portfolio

1.87%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,966

Shares Held

601M

Call Options Held

326M

Put Options Held

609M

Jpmorgan Chase & CO New York, NY

53.2M
Shares

$32.5 Billion
2.54% of portfolio
Morgan Stanley New York, NY

33.3M
Shares

$20.4 Billion
1.41% of portfolio
Goldman Sachs Group Inc New York, NY

32.3M
Shares

$19.7 Billion
3.09% of portfolio
Bank Of America Corp Charlotte, NC

29.8M
Shares

$18.2 Billion
1.5% of portfolio
Capula Management LTD Grand Cayman, E9

18.1M
Shares

$11.1 Billion
65.46% of portfolio

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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