SPDR SER TR

Ticker: SPTM CUSIP: 78464A805 Class: PORTFOLI S&P1500

Kelman-Lazarov, Inc.'s Holding History (CIK: 0001672067)

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

Q4 2025
Shares 6,086 Value ($000) $502 Avg Close — Range —
Q3 2025
Shares 6,083 Value ($000) $491 Avg Close — Range —
Q2 2025
Shares 6,161 Value ($000) $461 Avg Close — Range —
Q1 2025
Shares 6,213 Value ($000) $423 Avg Close — Range —
Q4 2024
Shares 6,454 Value ($000) $461 Avg Close — Range —
Q3 2024
Shares 6,556 Value ($000) $459 Avg Close — Range —
Q2 2024
Shares 6,556 Value ($000) $435 Avg Close — Range —
Q1 2024
Shares 6,699 Value ($000) $430 Avg Close — Range —
Q4 2023
Shares 6,924 Value ($000) $405 Avg Close — Range —
Q3 2023
Shares 6,924 Value ($000) $363 Avg Close — Range —
Q2 2023
Shares 6,924 Value ($000) $377 Avg Close — Range —
Q1 2023
Shares 6,924 Value ($000) $349 Avg Close — Range —
Q4 2022
Shares 6,924 Value ($000) $327 Avg Close — Range —
Q3 2022
Shares 6,924 Value ($000) $305 Avg Close — Range —
Q2 2022
Shares 6,924 Value ($000) $322 Avg Close — Range —
Q1 2022
Shares 6,924 Value ($000) $385 Avg Close — Range —
Q4 2021
Shares 7,010 Value ($000) $410 Avg Close — Range —
Q3 2021
Shares 7,010 Value ($000) $371 Avg Close — Range —
Q2 2021
Shares 7,010 Value ($000) $371 Avg Close — Range —
Q1 2021
Shares 7,010 Value ($000) $345 Avg Close — Range —
Q4 2020
Shares 7,010 Value ($000) $323 Avg Close — Range —
Q3 2020
Shares 7,010 Value ($000) $287 Avg Close — Range —
Q2 2020
Shares 7,200 Value ($000) $272 Avg Close — Range —
Q1 2020
Shares 7,200 Value ($000) $226 Avg Close — Range —
Q4 2019
Shares 8,984 Value ($000) $358 Avg Close — Range —
Q3 2019
Shares 8,984 Value ($000) $330 Avg Close — Range —
Q2 2019
Shares 8,984 Value ($000) $328 Avg Close — Range —
Q1 2019
Shares 9,150 Value ($000) $322 Avg Close — Range —
Q4 2018
Shares 9,150 Value ($000) $283 Avg Close — Range —
Q3 2018
Shares 9,150 Value ($000) $331 Avg Close — Range —
Q2 2018
Shares 9,150 Value ($000) $311 Avg Close — Range —
Q1 2018
Shares 9,150 Value ($000) $300 Avg Close — Range —
Q4 2017
Shares 9,150 Value ($000) $304 Avg Close — Range —
Q3 2017
Shares 1,525 Value ($000) $287 Avg Close — Range —
Q2 2017
Shares 1,525 Value ($000) $276 Avg Close — Range —
Q1 2017
Shares 1,525 Value ($000) $269 Avg Close — Range —
Q4 2016
Shares 1,525 Value ($000) $255,248 Avg Close — Range —
Q3 2016
Shares 1,525 Value ($000) $243,725 Avg Close — Range —
Q2 2016
Shares 2,525 Value ($000) $393,052 Avg Close — Range —
Q1 2016
Shares 2,525 Value ($000) $387 Avg Close — Range —