SPDR SER TR

Ticker: SLYV CUSIP: 78464A300 Class: S&P 600 SMCP VAL

CM WEALTH ADVISORS LLC's Holding History (CIK: 0001764581)

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

Q4 2025
Shares 24,181 Value ($000) $2,200 Avg Close — Range —
Q3 2025
Shares 24,181 Value ($000) $2,144 Avg Close — Range —
Q2 2025
Shares 24,181 Value ($000) $1,929 Avg Close — Range —
Q1 2025
Shares 24,130 Value ($000) $1,892 Avg Close — Range —
Q4 2024
Shares 24,130 Value ($000) $2,105 Avg Close — Range —
Q3 2024
Shares 24,130 Value ($000) $2,095 Avg Close — Range —
Q2 2024
Shares 24,130 Value ($000) $1,890 Avg Close — Range —
Q1 2024
Shares 24,130 Value ($000) $1,942 Avg Close — Range —
Q4 2023
Shares 24,130 Value ($000) $2,010 Avg Close — Range —
Q3 2023
Shares 24,130 Value ($000) $1,783 Avg Close — Range —
Q2 2023
Shares 24,130 Value ($000) $1,958 Avg Close — Range —
Q1 2023
Shares 24,130 Value ($000) $2 Avg Close — Range —
Q4 2022
Shares 24,130 Value ($000) $1,791 Avg Close — Range —
Q3 2022
Shares 24,130 Value ($000) $1,620 Avg Close — Range —
Q2 2022
Shares 24,130 Value ($000) $1,747 Avg Close — Range —