SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

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

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

Q2 2025
Shares 1,627 Value ($000) $133 Avg Close — Range —
Q1 2025
Shares 1,627 Value ($000) $128 Avg Close — Range —
Q3 2018
Shares 16 Value ($000) $1 Avg Close — Range —
Q2 2018
Shares 16 Value ($000) $1 Avg Close — Range —