SPDR SER TR

Ticker: SPYG CUSIP: 78464A409 Class: PRTFLO S&P500 GW

IMA Wealth, Inc.'s Holding History (CIK: 0001455495)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 14,237 Value ($000) $1,519 Avg Close — Range —
Q3 2025
Shares 8,302 Value ($000) $868 Avg Close — Range —
Q2 2025
Shares 6,932 Value ($000) $661 Avg Close — Range —
Q1 2025
Shares 5,585 Value ($000) $449 Avg Close — Range —
Q4 2024
Shares 5,585 Value ($000) $491 Avg Close — Range —