SPDR SER TR

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

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

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

Q4 2025
Shares 17,946 Value ($000) $1,481 Avg Close — Range —
Q3 2025
Shares 5,748 Value ($000) $464 Avg Close — Range —
Q2 2025
Shares 5,748 Value ($000) $430 Avg Close — Range —
Q1 2025
Shares 5,784 Value ($000) $393 Avg Close — Range —
Q4 2024
Shares 5,784 Value ($000) $413 Avg Close — Range —
Q2 2024
Shares 5,863 Value ($000) $389 Avg Close — Range —
Q1 2024
Shares 5,939 Value ($000) $381 Avg Close — Range —
Q4 2023
Shares 6,239 Value ($000) $365 Avg Close — Range —
Q3 2023
Shares 6,239 Value ($000) $327 Avg Close — Range —