Ima Wealth, Inc. Spdr Portfolio S&P 500 High Di Transaction History

Ima Wealth, Inc.

$211 Million
Q1 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 29, 2019	SELL	N/A	-100 Closed	0 $0
Q2 2019 Jul 19, 2019	BUY	N/A	100 New	100 $4,000
Q3 2018 Oct 18, 2018	SELL	N/A	-1,257 Closed	0 $0
Q2 2018 Aug 01, 2018	BUY	N/A	1,257 New	1,257 $47,000

Others Institutions Holding SPYD

# of Institutions

442

Shares Held

69M

Call Options Held

124K

Put Options Held

24.1K

Prudential PLC London, England, X0

21.5M
Shares

$858 Million
7.25% of portfolio
Meiji Yasuda Life Insurance CO Tokyo, M0

10.6M
Shares

$423 Million
9.15% of portfolio
Bank Of America Corp Charlotte, NC

3.18M
Shares

$127 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.95M
Shares

$118 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.78M
Shares

$111 Million
0.03% of portfolio

About SPDR PORTFOLIO S&P 500 HIGH DI

Ticker SPYD
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