SPDR SER TR

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

Oakwell Private Wealth Management, LLC's Holding History (CIK: 0001844024)

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

Q4 2025
Shares 24,706 Value ($000) $2,038 Avg Close — Range —
Q3 2025
Shares 24,767 Value ($000) $1,997 Avg Close — Range —
Q2 2025
Shares 24,974 Value ($000) $1,870 Avg Close — Range —
Q1 2025
Shares 25,090 Value ($000) $1,706 Avg Close — Range —
Q4 2024
Shares 27,133 Value ($000) $1,938 Avg Close — Range —
Q3 2024
Shares 27,133 Value ($000) $1,901 Avg Close — Range —
Q2 2024
Shares 27,454 Value ($000) $1,822 Avg Close — Range —
Q1 2024
Shares 27,455 Value ($000) $1,761 Avg Close — Range —
Q4 2023
Shares 27,826 Value ($000) $1,626 Avg Close — Range —
Q3 2023
Shares 28,132 Value ($000) $1,477 Avg Close — Range —
Q2 2023
Shares 28,132 Value ($000) $1,532 Avg Close — Range —
Q1 2023
Shares 30,201 Value ($000) $1,523 Avg Close — Range —
Q4 2022
Shares 30,439 Value ($000) $1,439 Avg Close — Range —
Q3 2022
Shares 42,833 Value ($000) $1,889 Avg Close — Range —
Q2 2022
Shares 31,568 Value ($000) $1,467 Avg Close — Range —
Q1 2022
Shares 43,104 Value ($000) $2,396 Avg Close — Range —
Q4 2021
Shares 43,104 Value ($000) $2,519 Avg Close — Range —
Q3 2021
Shares 44,494 Value ($000) $2,358 Avg Close — Range —
Q2 2021
Shares 50,776 Value ($000) $2,690 Avg Close — Range —
Q1 2021
Shares 58,929 Value ($000) $2,899 Avg Close — Range —
Q4 2020
Shares 60,136 Value ($000) $2,772 Avg Close — Range —