SPDR SER TR

Ticker: SPBO CUSIP: 78464A144 Class: PORTFOLIO CRPORT

KWB Wealth's Holding History (CIK: 0001822236)

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

Q1 2025
Shares 39,783 Value ($000) $1,139 Avg Close — Range —
Q4 2024
Shares 58,270 Value ($000) $1,750 Avg Close — Range —
Q3 2024
Shares 67,412 Value ($000) $1,935 Avg Close — Range —
Q2 2024
Shares 70,665 Value ($000) $2,057 Avg Close — Range —
Q1 2024
Shares 76,096 Value ($000) $2,215 Avg Close — Range —
Q4 2023
Shares 32,286 Value ($000) $950 Avg Close — Range —