SPDR SER TR

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

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

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

Q4 2025
Shares 13,548 Value ($000) $1,208 Avg Close — Range —
Q3 2025
Shares 13,224 Value ($000) $1,197 Avg Close — Range —
Q2 2025
Shares 12,433 Value ($000) $1,028 Avg Close — Range —
Q1 2025
Shares 12,369 Value ($000) $949 Avg Close — Range —
Q4 2024
Shares 18,964 Value ($000) $1,477 Avg Close — Range —
Q3 2024
Shares 16,071 Value ($000) $1,231 Avg Close — Range —
Q2 2024
Shares 12,404 Value ($000) $894 Avg Close — Range —
Q1 2024
Shares 6,295 Value ($000) $460 Avg Close — Range —
Q2 2023
Shares 6,295 Value ($000) $440 Avg Close — Range —