SPDR SER TR

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

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q3 2025
Shares 2,739 Value ($000) $248 Avg Close — Range —
Q4 2021
Shares 2,653 Value ($000) $220 Avg Close — Range —
Q2 2020
Shares 11,252 Value ($000) $681 Avg Close — Range —
Q1 2020
Shares 11,305 Value ($000) $541 Avg Close — Range —
Q4 2019
Shares 12,133 Value ($000) $673 Avg Close — Range —
Q3 2019
Shares 17,248 Value ($000) $905 Avg Close — Range —
Q2 2019
Shares 9,784 Value ($000) $517 Avg Close — Range —
Q1 2019
Shares 9,532 Value ($000) $498 Avg Close — Range —
Q4 2018
Shares 9,248 Value ($000) $433 Avg Close — Range —
Q4 2017
Shares 11,082 Value ($000) $560 Avg Close — Range —
Q3 2017
Shares 10,616 Value ($000) $544 Avg Close — Range —
Q2 2017
Shares 9,452 Value ($000) $466 Avg Close — Range —