Number of Shares
1.32 Mil
Current Holdings Value*
$737.29 Mil
% of Portfolio
28.66%
Total Estimate Gain
$326.67 Mil
% of Total Estimate Gain
60.92%

Analyst IMS Investment Management Services Ltd.'s SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, Analyst IMS Investment Management Services Ltd. held 1.32 Mil shares of SPDR S&P 500 ETF Trust(SPY), totaling $737.29 Mil. This investment constitutes 28.66% of their stock portfolio, and Analyst IMS Investment Management Services Ltd. now holds 0.13% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2015Q1. And since then Analyst IMS Investment Management Services Ltd. has made 25 purchases of SPY, at an average price of $383.61, for a total of 1.40 Mil shares. In addition, there have been 5 sales at an average price of $512.96 for 79,827.00 shares. Based on historical transaction data and SPY's current price of $623.62, Analyst IMS Investment Management Services Ltd.'s estimated gain on his SPY holdings is $326.67 Mil, reflecting a 60.92% gain to date.

Analyst IMS Investment Management Services Ltd. SPY ($623.62) Holding Chart

Analyst IMS Investment Management Services Ltd. SPY ($623.62) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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