SPDR SER TR

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

Insight Wealth Strategies, LLC's Holding History (CIK: 0001749914)

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

Q4 2025
Shares 11,501 Value ($000) $1,026 Avg Close — Range —
Q3 2025
Shares 11,458 Value ($000) $1,037 Avg Close — Range —
Q2 2025
Shares 11,425 Value ($000) $940 Avg Close — Range —
Q1 2025
Shares 11,528 Value ($000) $883 Avg Close — Range —
Q4 2024
Shares 11,503 Value ($000) $896 Avg Close — Range —
Q3 2024
Shares 11,444 Value ($000) $876 Avg Close — Range —
Q2 2024
Shares 11,318 Value ($000) $816 Avg Close — Range —
Q1 2024
Shares 11,455 Value ($000) $837 Avg Close — Range —
Q4 2023
Shares 11,604 Value ($000) $837 Avg Close — Range —
Q3 2023
Shares 11,897 Value ($000) $807 Avg Close — Range —
Q2 2023
Shares 13,054 Value ($000) $913 Avg Close — Range —
Q1 2023
Shares 394,212 Value ($000) $26,440 Avg Close — Range —
Q4 2022
Shares 349,283 Value ($000) $22,473 Avg Close — Range —
Q3 2022
Shares 394,864 Value ($000) $25,492 Avg Close — Range —
Q2 2022
Shares 394,864 Value ($000) $25,492 Avg Close — Range —
Q1 2022
Shares 343,291 Value ($000) $26,416 Avg Close — Range —
Q4 2021
Shares 330,435 Value ($000) $27,413 Avg Close — Range —
Q3 2021
Shares 328,628 Value ($000) $28,048 Avg Close — Range —
Q2 2021
Shares 326,889 Value ($000) $28,351 Avg Close — Range —
Q1 2021
Shares 347,362 Value ($000) $28,953 Avg Close — Range —
Q4 2020
Shares 382,475 Value ($000) $31,665 Avg Close — Range —
Q3 2020
Shares 411,644 Value ($000) $28,358 Avg Close — Range —
Q2 2020
Shares 253,150 Value ($000) $15,316 Avg Close — Range —
Q1 2020
Shares 227,112 Value ($000) $10,870 Avg Close — Range —
Q4 2019
Shares 349,969 Value ($000) $19,423 Avg Close — Range —
Q3 2019
Shares 288,369 Value ($000) $15,125 Avg Close — Range —
Q2 2019
Shares 267,774 Value ($000) $14,157 Avg Close — Range —
Q1 2019
Shares 38,209 Value ($000) $1,996 Avg Close — Range —
Q4 2018
Shares 26,015 Value ($000) $1,217 Avg Close — Range —