SPDR SER TR

Ticker: SPYX CUSIP: 78468R796 Class: SPDR S&P 500 ETF

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

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

Q4 2025
Shares 16,238 Value ($000) $912 Avg Close — Range —
Q3 2025
Shares 16,200 Value ($000) $889 Avg Close — Range —
Q2 2025
Shares 13,307 Value ($000) $678 Avg Close — Range —
Q1 2025
Shares 13,273 Value ($000) $607 Avg Close — Range —
Q4 2024
Shares 13,238 Value ($000) $637 Avg Close — Range —