SPDR INDEX SHS FDS

Ticker: CWI CUSIP: 78463X848 Class: ETF

Sterling Group Wealth Management, LLC's Holding History (CIK: 0001852307)

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

Q4 2025
Shares 156,285 Value ($000) $5,614 Avg Close — Range —
Q3 2025
Shares 160,981 Value ($000) $5,621 Avg Close — Range —
Q2 2025
Shares 154,854 Value ($000) $5,058 Avg Close — Range —
Q1 2025
Shares 160,763 Value ($000) $4,755 Avg Close — Range —
Q4 2024
Shares 154,258 Value ($000) $4,310 Avg Close — Range —
Q3 2024
Shares 150,946 Value ($000) $4,595 Avg Close — Range —
Q2 2024
Shares 149,409 Value ($000) $4,230 Avg Close — Range —