SPDR SER TR

Ticker: SPMB CUSIP: 78464A383 Class: PORT MTG BK ETF

KWB Wealth's Holding History (CIK: 0001822236)

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

Q1 2025
Shares 269,723 Value ($000) $5,813 Avg Close — Range —
Q4 2024
Shares 577,811 Value ($000) $13,018 Avg Close — Range —
Q3 2024
Shares 815,527 Value ($000) $17,591 Avg Close — Range —
Q2 2024
Shares 786,601 Value ($000) $17,085 Avg Close — Range —
Q1 2024
Shares 802,314 Value ($000) $17,426 Avg Close — Range —
Q4 2023
Shares 743,474 Value ($000) $16,408 Avg Close — Range —
Q3 2023
Shares 723,527 Value ($000) $15,852 Avg Close — Range —
Q2 2023
Shares 728,660 Value ($000) $15,965 Avg Close — Range —
Q1 2023
Shares 722,478 Value ($000) $15,678 Avg Close — Range —
Q4 2022
Shares 705,456 Value ($000) $15,308 Avg Close — Range —
Q3 2022
Shares 1,444,175 Value ($000) $30,978 Avg Close — Range —
Q2 2022
Shares 1,390,929 Value ($000) $31,783 Avg Close — Range —
Q1 2022
Shares 1,600,942 Value ($000) $40,632 Avg Close — Range —
Q4 2021
Shares 1,607,385 Value ($000) $40,795 Avg Close — Range —
Q3 2021
Shares 1,553,896 Value ($000) $39,966 Avg Close — Range —
Q2 2021
Shares 1,280,124 Value ($000) $33,194 Avg Close — Range —
Q1 2021
Shares 1,288,872 Value ($000) $33,420 Avg Close — Range —
Q4 2020
Shares 1,115,929 Value ($000) $29,483 Avg Close — Range —