SPDR SER TR

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

Powell Investment Advisors, LLC's Holding History (CIK: 0001802195)

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

Q4 2025
Shares 30,662 Value ($000) $2,735 Avg Close — Range —
Q3 2025
Shares 30,529 Value ($000) $2,763 Avg Close — Range —
Q2 2025
Shares 30,554 Value ($000) $2,526 Avg Close — Range —
Q1 2025
Shares 30,645 Value ($000) $2,348 Avg Close — Range —
Q4 2024
Shares 27,345 Value ($000) $2,130 Avg Close — Range —
Q3 2024
Shares 27,758 Value ($000) $2,126 Avg Close — Range —
Q2 2024
Shares 28,234 Value ($000) $2,035 Avg Close — Range —
Q1 2024
Shares 28,469 Value ($000) $2,079 Avg Close — Range —
Q4 2023
Shares 28,408 Value ($000) $2,050 Avg Close — Range —
Q3 2023
Shares 28,995 Value ($000) $1,966 Avg Close — Range —
Q2 2023
Shares 29,147 Value ($000) $2,039 Avg Close — Range —
Q1 2023
Shares 29,144 Value ($000) $1,955 Avg Close — Range —
Q4 2022
Shares 33,342 Value ($000) $2,145 Avg Close — Range —
Q3 2022
Shares 33,127 Value ($000) $2,097 Avg Close — Range —
Q2 2022
Shares 34,823 Value ($000) $2,248 Avg Close — Range —
Q1 2022
Shares 31,141 Value ($000) $2,396 Avg Close — Range —
Q4 2021
Shares 31,737 Value ($000) $2,633 Avg Close — Range —
Q3 2021
Shares 31,545 Value ($000) $2,692 Avg Close — Range —
Q2 2021
Shares 29,537 Value ($000) $2,562 Avg Close — Range —
Q1 2021
Shares 32,393 Value ($000) $2,700 Avg Close — Range —
Q3 2020
Shares 33,680 Value ($000) $2,320 Avg Close — Range —
Q2 2020
Shares 32,840 Value ($000) $1,987 Avg Close — Range —
Q1 2020
Shares 34,649 Value ($000) $1,658 Avg Close — Range —
Q4 2019
Shares 34,897 Value ($000) $1,937 Avg Close — Range —