SPDR SER TR

Ticker: SPBO CUSIP: 78464A144 Class: PORTFOLIO CRPORT

National Wealth Management Group, LLC's Holding History (CIK: 0001977723)

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

Q4 2025
Shares 20,134 Value ($000) $591 Avg Close — Range —
Q3 2025
Shares 28,884 Value ($000) $856 Avg Close — Range —
Q2 2025
Shares 26,551 Value ($000) $776 Avg Close — Range —
Q1 2025
Shares 25,907 Value ($000) $752 Avg Close — Range —
Q4 2024
Shares 20,534 Value ($000) $588 Avg Close — Range —
Q3 2024
Shares 18,258 Value ($000) $548 Avg Close — Range —
Q2 2024
Shares 15,441 Value ($000) $443 Avg Close — Range —
Q1 2024
Shares 12,919 Value ($000) $376 Avg Close — Range —
Q4 2023
Shares 14,177 Value ($000) $417 Avg Close — Range —
Q3 2023
Shares 10,883 Value ($000) $300 Avg Close — Range —
Q2 2023
Shares 10,630 Value ($000) $302 Avg Close — Range —