SPDR SER TR

Ticker: SPIB CUSIP: 78464A375 Class: PORTFOLIO INTRMD

Forum Private Client Group LLC's Holding History (CIK: 0001910636)

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

Q4 2025
Shares 203,393 Value ($000) $6,877 Avg Close Range
Q3 2025
Shares 182,889 Value ($000) $6,198 Avg Close Range
Q2 2025
Shares 163,785 Value ($000) $5,500 Avg Close Range
Q1 2025
Shares 130,978 Value ($000) $4,354 Avg Close Range
Q4 2024
Shares 124,309 Value ($000) $4,072 Avg Close Range
Q3 2024
Shares 119,099 Value ($000) $4,015 Avg Close Range
Q2 2024
Shares 111,244 Value ($000) $3,622 Avg Close Range
Q1 2024
Shares 102,049 Value ($000) $3,336 Avg Close Range
Q4 2023
Shares 91,776 Value ($000) $3,013 Avg Close Range
Q2 2023
Shares 87,787 Value ($000) $2,819 Avg Close Range
Q1 2023
Shares 80,046 Value ($000) $2,601 Avg Close Range
Q4 2022
Shares 78,613 Value ($000) $2,502 Avg Close Range
Q3 2022
Shares 70,172 Value ($000) $2,198 Avg Close Range
Q2 2022
Shares 52,943 Value ($000) $1,728 Avg Close Range
Q1 2022
Shares 16,729 Value ($000) $571 Avg Close Range