SPDR SERIES TRUST

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

Spire Wealth Management's Holding History (CIK: 0001858740)

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

Q4 2025
Shares 2,119 Value ($000) $129 Avg Close Range
Q3 2025
Shares 4,716 Value ($000) $280 Avg Close Range
Q2 2025
Shares 5,089 Value ($000) $284 Avg Close Range
Q1 2025
Shares 5,148 Value ($000) $273 Avg Close Range
Q4 2024
Shares 5,130 Value ($000) $285 Avg Close Range
Q3 2024
Shares 7,680 Value ($000) $406 Avg Close Range
Q2 2024
Shares 3,635 Value ($000) $169 Avg Close Range
Q1 2024
Shares 3,666 Value ($000) $173 Avg Close Range
Q4 2023
Shares 7,825 Value ($000) $354 Avg Close Range
Q3 2023
Shares 6,018 Value ($000) $222 Avg Close Range
Q2 2023
Shares 3,028 Value ($000) $109 Avg Close Range
Q1 2023
Shares 3,028 Value ($000) $112 Avg Close Range
Q4 2022
Shares 1,893 Value ($000) $0 Avg Close Range
Q3 2022
Shares 3,486 Value ($000) $154 Avg Close Range
Q2 2022
Shares 2,493 Value ($000) $109 Avg Close Range
Q1 2022
Shares 3,871 Value ($000) $203 Avg Close Range
Q4 2021
Shares 3,871 Value ($000) $211 Avg Close Range
Q3 2021
Shares 543 Value ($000) $29 Avg Close Range
Q2 2021
Shares 586 Value ($000) $30 Avg Close Range
Q1 2021
Shares 586 Value ($000) $26 Avg Close Range