SPDR SER TR

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

KWB Wealth's Holding History (CIK: 0001822236)

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

Q2 2025
Shares 5,364 Value ($000) $305 Avg Close — Range —
Q1 2025
Shares 8,339 Value ($000) $503 Avg Close — Range —
Q4 2024
Shares 6,307 Value ($000) $357 Avg Close — Range —
Q3 2024
Shares 8,712 Value ($000) $428 Avg Close — Range —
Q2 2024
Shares 8,023 Value ($000) $403 Avg Close — Range —
Q1 2024
Shares 8,023 Value ($000) $403 Avg Close — Range —
Q4 2023
Shares 7,595 Value ($000) $398 Avg Close — Range —