SPDR SER TR

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

Kovitz Investment Group Partners, LLC's Holding History (CIK: 0001665198)

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

Q4 2025
Shares 70,276 Value ($000) $6,269 Avg Close — Range —
Q3 2025
Shares 40,249 Value ($000) $3,643 Avg Close — Range —
Q1 2025
Shares 39,925 Value ($000) $3,059 Avg Close — Range —
Q4 2024
Shares 45,738 Value ($000) $3,571 Avg Close — Range —