SPDR INDEX SHS FDS

Ticker: SPEM CUSIP: 78463X509 Class: PORTFOLIO EMG MK

KWB Wealth's Holding History (CIK: 0001822236)

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

Q4 2025
Shares 511,181 Value ($000) $23,928 Avg Close — Range —
Q3 2025
Shares 896,191 Value ($000) $38,303 Avg Close — Range —
Q2 2025
Shares 581,753 Value ($000) $22,904 Avg Close — Range —
Q1 2025
Shares 462,278 Value ($000) $17,738 Avg Close — Range —
Q4 2024
Shares 469,447 Value ($000) $19,379 Avg Close — Range —
Q3 2024
Shares 539,764 Value ($000) $20,333 Avg Close — Range —
Q2 2024
Shares 433,506 Value ($000) $15,689 Avg Close — Range —
Q1 2024
Shares 444,483 Value ($000) $16,086 Avg Close — Range —
Q4 2023
Shares 512,349 Value ($000) $18,142 Avg Close — Range —
Q3 2023
Shares 536,597 Value ($000) $18,448 Avg Close — Range —
Q2 2023
Shares 545,029 Value ($000) $18,738 Avg Close — Range —
Q1 2023
Shares 573,754 Value ($000) $18,911 Avg Close — Range —
Q4 2022
Shares 568,118 Value ($000) $18,725 Avg Close — Range —
Q3 2022
Shares 644,709 Value ($000) $20,012 Avg Close — Range —
Q2 2022
Shares 639,250 Value ($000) $22,227 Avg Close — Range —
Q1 2022
Shares 780,829 Value ($000) $32,397 Avg Close — Range —
Q4 2021
Shares 783,847 Value ($000) $32,522 Avg Close — Range —
Q3 2021
Shares 760,009 Value ($000) $32,323 Avg Close — Range —
Q2 2021
Shares 846,263 Value ($000) $37,049 Avg Close — Range —
Q1 2021
Shares 849,337 Value ($000) $37,184 Avg Close — Range —
Q4 2020
Shares 739,293 Value ($000) $31,169 Avg Close — Range —