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

Ima Wealth, Inc.

$989 Million
Q3 2025

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 29, 2019	SELL	$37.62 - $38.84 $3,761 - $3,884	-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

520

Shares Held

57.8M

Call Options Held

86.8K

Put Options Held

15.2K

Meiji Yasuda Life Insurance CO Tokyo, M0

10.6M
Shares

$453 Million
13.46% of portfolio
Lpl Financial LLC Fort Mill, SC

4.43M
Shares

$189 Million
0.07% of portfolio
Vantagepoint Investment Advisers LLC

4.25M
Shares

$182 Million
1.59% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.76M
Shares

$161 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

3.12M
Shares

$133 Million
0.01% of portfolio

About SPDR PORTFOLIO S&P 500 HIGH DI

Ticker SPYD
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