SPDR SER TR

Ticker: MDYG CUSIP: 78464A821 Class: ETF

KWB Wealth's Holding History (CIK: 0001822236)

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

Q4 2025
Shares 3,406 Value ($000) $315 Avg Close — Range —
Q3 2025
Shares 3,858 Value ($000) $335 Avg Close — Range —
Q2 2025
Shares 151,785 Value ($000) $12,061 Avg Close — Range —
Q1 2025
Shares 158,571 Value ($000) $13,778 Avg Close — Range —
Q4 2024
Shares 166,758 Value ($000) $14,631 Avg Close — Range —
Q3 2024
Shares 170,881 Value ($000) $14,364 Avg Close — Range —
Q2 2024
Shares 166,153 Value ($000) $14,503 Avg Close — Range —
Q1 2024
Shares 170,127 Value ($000) $14,850 Avg Close — Range —
Q4 2023
Shares 176,949 Value ($000) $13,390 Avg Close — Range —
Q3 2023
Shares 129,813 Value ($000) $9,301 Avg Close — Range —
Q2 2023
Shares 131,262 Value ($000) $9,405 Avg Close — Range —
Q1 2023
Shares 128,332 Value ($000) $8,385 Avg Close — Range —
Q4 2022
Shares 126,684 Value ($000) $8,278 Avg Close — Range —
Q3 2022
Shares 128,396 Value ($000) $7,749 Avg Close — Range —
Q2 2022
Shares 181,050 Value ($000) $11,037 Avg Close — Range —
Q1 2022
Shares 178,348 Value ($000) $14,541 Avg Close — Range —
Q4 2021
Shares 178,909 Value ($000) $14,586 Avg Close — Range —
Q3 2021
Shares 175,745 Value ($000) $13,295 Avg Close — Range —
Q2 2021
Shares 165,176 Value ($000) $12,406 Avg Close — Range —
Q1 2021
Shares 166,091 Value ($000) $12,475 Avg Close — Range —
Q4 2020
Shares 154,719 Value ($000) $10,727 Avg Close — Range —