SPDR SER TR

Ticker: HYMB CUSIP: 78464A284 Class: NUVEEN BLOOMBERG

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

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

Q4 2024
Shares 31,099 Value ($000) $796 Avg Close — Range —
Q3 2024
Shares 31,253 Value ($000) $821 Avg Close — Range —
Q2 2024
Shares 33,619 Value ($000) $855 Avg Close — Range —
Q1 2024
Shares 37,422 Value ($000) $961 Avg Close — Range —
Q4 2023
Shares 41,556 Value ($000) $1,051 Avg Close — Range —
Q3 2023
Shares 41,088 Value ($000) $979 Avg Close — Range —
Q2 2023
Shares 44,339 Value ($000) $1,109 Avg Close — Range —
Q1 2023
Shares 45,778 Value ($000) $1,146 Avg Close — Range —
Q4 2022
Shares 25,370 Value ($000) $1,242 Avg Close — Range —
Q3 2022
Shares 27,207 Value ($000) $1,304 Avg Close — Range —
Q2 2022
Shares 71,740 Value ($000) $3,686 Avg Close — Range —
Q1 2022
Shares 41,059 Value ($000) $2,264 Avg Close — Range —
Q4 2021
Shares 91,232 Value ($000) $5,469 Avg Close — Range —
Q3 2021
Shares 91,232 Value ($000) $5,469 Avg Close — Range —
Q2 2021
Shares 82,374 Value ($000) $5,010 Avg Close — Range —
Q1 2021
Shares 75,865 Value ($000) $4,501 Avg Close — Range —