SPDR SER TR

Ticker: HYMB CUSIP: 78464A284 Class: NUVEEN BLOOMBERG

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

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

Q4 2025
Shares 226,917 Value ($000) $5,659 Avg Close — Range —
Q3 2025
Shares 211,587 Value ($000) $5,275 Avg Close — Range —
Q2 2025
Shares 199,201 Value ($000) $4,936 Avg Close — Range —
Q1 2025
Shares 199,924 Value ($000) $5,042 Avg Close — Range —
Q4 2024
Shares 142,818 Value ($000) $3,653 Avg Close — Range —
Q3 2024
Shares 143,127 Value ($000) $3,760 Avg Close — Range —
Q2 2024
Shares 143,069 Value ($000) $3,640 Avg Close — Range —
Q1 2024
Shares 205,675 Value ($000) $5,284 Avg Close — Range —
Q4 2023
Shares 198,496 Value ($000) $5,022 Avg Close — Range —
Q3 2023
Shares 162,997 Value ($000) $3,883 Avg Close — Range —
Q2 2023
Shares 198,942 Value ($000) $4,976 Avg Close — Range —
Q1 2023
Shares 190,528 Value ($000) $5 Avg Close — Range —
Q4 2022
Shares 91,185 Value ($000) $4 Avg Close — Range —
Q3 2022
Shares 68,766 Value ($000) $3,295 Avg Close — Range —
Q2 2022
Shares 65,273 Value ($000) $3,354 Avg Close — Range —