SPDR SER TR

Ticker: CWB CUSIP: 78464A359 Class: BBG CONV SEC ETF

WEALTH MANAGEMENT RESOURCES, INC.'s Holding History (CIK: 0001063516)

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

Q4 2025
Shares 7,050 Value ($000) $629 Avg Close — Range —
Q3 2025
Shares 6,768 Value ($000) $613 Avg Close — Range —
Q2 2025
Shares 7,235 Value ($000) $598 Avg Close — Range —
Q1 2025
Shares 7,769 Value ($000) $595 Avg Close — Range —
Q4 2024
Shares 9,396 Value ($000) $732 Avg Close — Range —
Q3 2024
Shares 25,699 Value ($000) $1,969 Avg Close — Range —
Q2 2024
Shares 25,133 Value ($000) $1,811 Avg Close — Range —
Q1 2024
Shares 22,349 Value ($000) $1,632 Avg Close — Range —
Q4 2023
Shares 23,150 Value ($000) $1,670 Avg Close — Range —
Q3 2023
Shares 21,482 Value ($000) $1,456 Avg Close — Range —
Q2 2023
Shares 18,891 Value ($000) $1,321 Avg Close — Range —
Q1 2023
Shares 10,524 Value ($000) $706 Avg Close — Range —
Q4 2022
Shares 9,486 Value ($000) $610 Avg Close — Range —
Q3 2022
Shares 8,896 Value ($000) $563 Avg Close — Range —
Q2 2022
Shares 7,561 Value ($000) $488 Avg Close — Range —
Q1 2022
Shares 5,066 Value ($000) $390 Avg Close — Range —
Q4 2021
Shares 4,921 Value ($000) $408 Avg Close — Range —