SPDR SER TR

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

Foundations Investment Advisors, LLC's Holding History (CIK: 0001743404)

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

Q4 2025
Shares 7,138 Value ($000) $637 Avg Close — Range —
Q3 2025
Shares 7,256 Value ($000) $657 Avg Close — Range —
Q2 2025
Shares 6,039 Value ($000) $499 Avg Close — Range —
Q1 2025
Shares 8,975 Value ($000) $688 Avg Close — Range —
Q4 2024
Shares 42,037 Value ($000) $3,274 Avg Close — Range —
Q3 2024
Shares 6,980 Value ($000) $535 Avg Close — Range —
Q2 2024
Shares 8,944 Value ($000) $645 Avg Close — Range —
Q1 2024
Shares 18,479 Value ($000) $1,350 Avg Close — Range —
Q4 2023
Shares 11,460 Value ($000) $820 Avg Close — Range —
Q3 2023
Shares 17,618 Value ($000) $1,194 Avg Close — Range —
Q2 2023
Shares 24,073 Value ($000) $1,684 Avg Close — Range —
Q1 2023
Shares 56,092 Value ($000) $3,762 Avg Close — Range —
Q4 2022
Shares 43,153 Value ($000) $2,776 Avg Close — Range —
Q3 2022
Shares 27,437 Value ($000) $1,737 Avg Close — Range —
Q2 2022
Shares 15,550 Value ($000) $1,010 Avg Close — Range —
Q1 2022
Shares 5,724 Value ($000) $431 Avg Close — Range —
Q4 2021
Shares 4,384 Value ($000) $354 Avg Close — Range —
Q3 2021
Shares 3,030 Value ($000) $258 Avg Close — Range —
Q2 2021
Shares 3,247 Value ($000) $280 Avg Close — Range —
Q1 2021
Shares 2,615 Value ($000) $222 Avg Close — Range —
Q4 2020
Shares 2,662 Value ($000) $230 Avg Close — Range —
Q2 2020
Shares 5,931 Value ($000) $366 Avg Close — Range —