SPDR INDEX SHS FDS

Ticker: SPDW CUSIP: 78463X889 Class: PORTFOLIO DEVLPD

Collaborative Wealth Managment Inc.'s Holding History (CIK: 0001896419)

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

Q4 2025
Shares 243,839 Value ($000) $10,829 Avg Close — Range —
Q3 2025
Shares 214,083 Value ($000) $9,161 Avg Close — Range —
Q2 2025
Shares 189,311 Value ($000) $7,665 Avg Close — Range —
Q1 2025
Shares 165,329 Value ($000) $6,020 Avg Close — Range —
Q4 2024
Shares 163,306 Value ($000) $5,574 Avg Close — Range —
Q3 2024
Shares 153,938 Value ($000) $5,782 Avg Close — Range —
Q2 2024
Shares 146,121 Value ($000) $5,126 Avg Close — Range —
Q1 2024
Shares 139,839 Value ($000) $5,012 Avg Close — Range —
Q4 2023
Shares 131,032 Value ($000) $4,456 Avg Close — Range —
Q3 2023
Shares 125,521 Value ($000) $3,892 Avg Close — Range —
Q2 2023
Shares 114,940 Value ($000) $3,740 Avg Close — Range —
Q1 2023
Shares 113,994 Value ($000) $3,661 Avg Close — Range —
Q4 2022
Shares 82,900 Value ($000) $2,461 Avg Close — Range —
Q3 2022
Shares 86,016 Value ($000) $2,219 Avg Close — Range —
Q2 2022
Shares 68,550 Value ($000) $1,977 Avg Close — Range —
Q4 2021
Shares 55,356 Value ($000) $2,019 Avg Close — Range —
Q1 2021
Shares 60,596 Value ($000) $2,077 Avg Close — Range —