SPDR INDEX SHS FDS

Ticker: DWX CUSIP: 78463X772 Class: S&P INTL ETF

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

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

Q3 2025
Shares 6,350 Value ($000) $271 Avg Close — Range —
Q2 2025
Shares 5,927 Value ($000) $250 Avg Close — Range —
Q1 2025
Shares 5,894 Value ($000) $226 Avg Close — Range —
Q3 2024
Shares 5,661 Value ($000) $217 Avg Close — Range —
Q2 2024
Shares 5,934 Value ($000) $204 Avg Close — Range —
Q1 2024
Shares 5,914 Value ($000) $208 Avg Close — Range —
Q4 2023
Shares 6,392 Value ($000) $227 Avg Close — Range —
Q3 2023
Shares 9,057 Value ($000) $298 Avg Close — Range —
Q2 2023
Shares 9,020 Value ($000) $310 Avg Close — Range —
Q1 2023
Shares 9,248 Value ($000) $317 Avg Close — Range —
Q4 2022
Shares 15,898 Value ($000) $514 Avg Close — Range —
Q3 2022
Shares 7,102 Value ($000) $205 Avg Close — Range —
Q2 2022
Shares 49,778 Value ($000) $1,708 Avg Close — Range —
Q1 2022
Shares 88,039 Value ($000) $3,414 Avg Close — Range —
Q4 2021
Shares 90,348 Value ($000) $3,431 Avg Close — Range —
Q3 2021
Shares 90,348 Value ($000) $3,431 Avg Close — Range —
Q2 2021
Shares 83,895 Value ($000) $3,305 Avg Close — Range —
Q1 2021
Shares 73,529 Value ($000) $2,804 Avg Close — Range —
Q4 2020
Shares 65,365 Value ($000) $2,390 Avg Close — Range —