SPDR SER TR

Ticker: XME CUSIP: 78464A755 Class: ETF

Keudell/Morrison Wealth Management's Holding History (CIK: 0001785498)

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

Q4 2025
Shares 2,795 Value ($000) $290 Avg Close — Range —
Q1 2022
Shares 3,316 Value ($000) $203 Avg Close — Range —
Q3 2021
Shares 116,821 Value ($000) $4,876 Avg Close — Range —
Q2 2021
Shares 124,855 Value ($000) $5,376 Avg Close — Range —
Q1 2021
Shares 130,049 Value ($000) $5,192 Avg Close — Range —
Q4 2020
Shares 142,592 Value ($000) $4,768 Avg Close — Range —
Q3 2020
Shares 158,246 Value ($000) $3,678 Avg Close — Range —