SPDR SER TR

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

IAG Wealth Partners, LLC's Holding History (CIK: 0001827261)

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

Q4 2025
Shares 180,524 Value ($000) $14,894 Avg Close Range
Q3 2025
Shares 187,352 Value ($000) $15,110 Avg Close Range
Q2 2025
Shares 183,352 Value ($000) $13,731 Avg Close Range
Q1 2025
Shares 169,776 Value ($000) $11,547 Avg Close Range
Q4 2024
Shares 166,176 Value ($000) $11,870 Avg Close Range
Q3 2024
Shares 174,050 Value ($000) $12,194 Avg Close Range
Q2 2024
Shares 183,714 Value ($000) $12,189 Avg Close Range
Q1 2024
Shares 188,914 Value ($000) $12,119 Avg Close Range
Q4 2023
Shares 195,813 Value ($000) $11,445 Avg Close Range
Q3 2023
Shares 199,732 Value ($000) $10,484 Avg Close Range
Q2 2023
Shares 208,696 Value ($000) $11,361 Avg Close Range
Q1 2023
Shares 207,027 Value ($000) $10,440 Avg Close Range
Q4 2022
Shares 204,664 Value ($000) $9,679 Avg Close Range
Q3 2022
Shares 196,862 Value ($000) $8,684 Avg Close Range
Q2 2022
Shares 174,231 Value ($000) $8,098 Avg Close Range
Q1 2022
Shares 168,195 Value ($000) $9,348 Avg Close Range
Q4 2021
Shares 174,401 Value ($000) $10,194 Avg Close Range
Q3 2021
Shares 186,668 Value ($000) $9,892 Avg Close Range
Q2 2021
Shares 205,591 Value ($000) $10,891 Avg Close Range
Q1 2021
Shares 229,250 Value ($000) $11,277 Avg Close Range
Q4 2020
Shares 269,895 Value ($000) $12,440 Avg Close Range
Q3 2020
Shares 310,216 Value ($000) $12,685 Avg Close Range
Q2 2020
Shares 390,293 Value ($000) $14,746 Avg Close Range
Q1 2020
Shares 228,660 Value ($000) $7,192 Avg Close Range
Q4 2019
Shares 6,517 Value ($000) $260 Avg Close Range