SPDR SERIES TRUST

Ticker: KBE CUSIP: 78464A797 Class: S&P BK ETF

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

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

Q4 2025
Shares 4,380 Value ($000) $266 Avg Close — Range —
Q3 2025
Shares 4,380 Value ($000) $260 Avg Close — Range —
Q2 2025
Shares 4,380 Value ($000) $244 Avg Close — Range —
Q1 2025
Shares 4,686 Value ($000) $248 Avg Close — Range —
Q4 2024
Shares 4,606 Value ($000) $255 Avg Close — Range —
Q3 2024
Shares 4,417 Value ($000) $234 Avg Close — Range —
Q2 2024
Shares 4,417 Value ($000) $205 Avg Close — Range —
Q1 2024
Shares 4,417 Value ($000) $208 Avg Close — Range —
Q4 2023
Shares 4,439 Value ($000) $204 Avg Close — Range —
Q4 2022
Shares 5,289 Value ($000) $239 Avg Close — Range —
Q3 2022
Shares 4,874 Value ($000) $216 Avg Close — Range —
Q1 2022
Shares 4,476 Value ($000) $234 Avg Close — Range —
Q4 2021
Shares 4,476 Value ($000) $244 Avg Close — Range —
Q3 2021
Shares 4,476 Value ($000) $237 Avg Close — Range —
Q2 2021
Shares 4,476 Value ($000) $230 Avg Close — Range —
Q1 2021
Shares 4,576 Value ($000) $237 Avg Close — Range —
Q4 2019
Shares 5,148 Value ($000) $243 Avg Close — Range —
Q3 2019
Shares 5,148 Value ($000) $222 Avg Close — Range —
Q2 2019
Shares 5,148 Value ($000) $223 Avg Close — Range —
Q1 2019
Shares 5,540 Value ($000) $231 Avg Close — Range —
Q4 2018
Shares 5,663 Value ($000) $212 Avg Close — Range —
Q4 2017
Shares 4,178 Value ($000) $200 Avg Close — Range —