SPDR SER TR

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

SFG Wealth Management, LLC.'s Holding History (CIK: 0001908914)

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

Q4 2025
Shares 85,913 Value ($000) $7,088 Avg Close — Range —
Q3 2025
Shares 84,771 Value ($000) $6,837 Avg Close — Range —
Q2 2025
Shares 86,614 Value ($000) $6,487 Avg Close — Range —
Q1 2025
Shares 82,983 Value ($000) $5,644 Avg Close — Range —
Q4 2024
Shares 96,598 Value ($000) $6,900 Avg Close — Range —
Q3 2024
Shares 105,381 Value ($000) $7,383 Avg Close — Range —
Q2 2024
Shares 105,597 Value ($000) $7,006 Avg Close — Range —
Q1 2024
Shares 103,199 Value ($000) $6,620 Avg Close — Range —
Q4 2023
Shares 111,831 Value ($000) $6,537 Avg Close — Range —
Q3 2023
Shares 108,809 Value ($000) $5,711 Avg Close — Range —
Q2 2023
Shares 90,655 Value ($000) $4,935 Avg Close — Range —
Q1 2023
Shares 41,246 Value ($000) $2,080 Avg Close — Range —
Q4 2022
Shares 16,587 Value ($000) $784 Avg Close — Range —
Q3 2022
Shares 108,013 Value ($000) $4,764 Avg Close — Range —
Q2 2022
Shares 120,135 Value ($000) $5,584 Avg Close — Range —
Q1 2022
Shares 140,174 Value ($000) $7,791 Avg Close — Range —
Q4 2021
Shares 158,970 Value ($000) $9,292 Avg Close — Range —