SPDR SER TR

Ticker: KRE CUSIP: 78464A698 Class: Exchange Traded Fund

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q4 2025
Shares 16,051 Value ($000) $1,040 Avg Close Range
Q3 2025
Shares 15,499 Value ($000) $981 Avg Close Range
Q2 2025
Shares 14,917 Value ($000) $886 Avg Close Range
Q1 2025
Shares 14,975 Value ($000) $851 Avg Close Range
Q4 2024
Shares 14,780 Value ($000) $892 Avg Close Range
Q3 2024
Shares 14,330 Value ($000) $811 Avg Close Range
Q2 2024
Shares 13,930 Value ($000) $684 Avg Close Range
Q1 2024
Shares 13,930 Value ($000) $700 Avg Close Range
Q4 2023
Shares 13,739 Value ($000) $720 Avg Close Range
Q3 2023
Shares 15,126 Value ($000) $632 Avg Close Range
Q2 2023
Shares 14,575 Value ($000) $595 Avg Close Range
Q1 2023
Shares 14,252 Value ($000) $625 Avg Close Range
Q4 2022
Shares 12,883 Value ($000) $757 Avg Close Range
Q3 2022
Shares 10,914 Value ($000) $643 Avg Close Range
Q2 2022
Shares 10,643 Value ($000) $618 Avg Close Range
Q1 2022
Shares 10,298 Value ($000) $710 Avg Close Range
Q4 2021
Shares 10,121 Value ($000) $717 Avg Close Range
Q3 2021
Shares 9,840 Value ($000) $667 Avg Close Range
Q2 2021
Shares 9,804 Value ($000) $642 Avg Close Range
Q1 2021
Shares 9,543 Value ($000) $633 Avg Close Range
Q4 2020
Shares 8,960 Value ($000) $465 Avg Close Range
Q3 2020
Shares 5,970 Value ($000) $213 Avg Close Range
Q2 2020
Shares 5,250 Value ($000) $202 Avg Close Range
Q1 2020
Shares 9,725 Value ($000) $317 Avg Close Range
Q4 2019
Shares 10,160 Value ($000) $592 Avg Close Range
Q3 2019
Shares 11,122 Value ($000) $587 Avg Close Range
Q2 2019
Shares 13,557 Value ($000) $724 Avg Close Range
Q1 2019
Shares 14,346 Value ($000) $737 Avg Close Range
Q4 2018
Shares 16,506 Value ($000) $772 Avg Close Range
Q3 2018
Shares 15,301 Value ($000) $922 Avg Close Range
Q2 2018
Shares 15,871 Value ($000) $970 Avg Close Range
Q1 2018
Shares 15,117 Value ($000) $931 Avg Close Range
Q4 2017
Shares 29,564 Value ($000) $1,790 Avg Close Range