SPDR SER TR

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

Barnes Wealth Management Group, Inc's Holding History (CIK: 0002066194)

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

Q4 2025
Shares 8,643 Value ($000) $713 Avg Close — Range —
Q3 2025
Shares 8,610 Value ($000) $694 Avg Close — Range —
Q2 2025
Shares 8,644 Value ($000) $647 Avg Close — Range —
Q1 2025
Shares 7,629 Value ($000) $519 Avg Close — Range —
Q4 2024
Shares 7,701 Value ($000) $550 Avg Close — Range —