SPDR SER TR

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

Wells Financial Advisors INC's Holding History (CIK: 0001844454)

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

Q4 2025
Shares 2,570 Value ($000) $229 Avg Close — Range —
Q3 2025
Shares 2,570 Value ($000) $233 Avg Close — Range —
Q2 2025
Shares 2,570 Value ($000) $212 Avg Close — Range —
Q1 2025
Shares 2,570 Value ($000) $197 Avg Close — Range —
Q4 2024
Shares 2,570 Value ($000) $200 Avg Close — Range —
Q3 2024
Shares 2,845 Value ($000) $218 Avg Close — Range —
Q2 2024
Shares 2,570 Value ($000) $185 Avg Close — Range —
Q1 2024
Shares 2,570 Value ($000) $188 Avg Close — Range —
Q4 2023
Shares 2,570 Value ($000) $185 Avg Close — Range —
Q3 2023
Shares 2,570 Value ($000) $174 Avg Close — Range —
Q2 2023
Shares 2,570 Value ($000) $180 Avg Close — Range —
Q1 2023
Shares 2,570 Value ($000) $172 Avg Close — Range —
Q4 2022
Shares 2,570 Value ($000) $165 Avg Close — Range —
Q3 2022
Shares 2,570 Value ($000) $163 Avg Close — Range —
Q2 2022
Shares 2,570 Value ($000) $166 Avg Close — Range —
Q1 2022
Shares 2,570 Value ($000) $198 Avg Close — Range —
Q4 2021
Shares 2,570 Value ($000) $213 Avg Close — Range —
Q3 2021
Shares 2,570 Value ($000) $219 Avg Close — Range —
Q2 2021
Shares 2,570 Value ($000) $223 Avg Close — Range —
Q1 2021
Shares 2,570 Value ($000) $214 Avg Close — Range —
Q4 2020
Shares 2,570 Value ($000) $213 Avg Close — Range —