SPDR SER TR

Ticker: SPMD CUSIP: 78464A847 Class: PORTFOLIO S&P400

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

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

Q4 2024
Shares 21,875 Value ($000) $1,196 Avg Close — Range —
Q3 2024
Shares 21,682 Value ($000) $1,186 Avg Close — Range —
Q2 2024
Shares 20,468 Value ($000) $1,050 Avg Close — Range —
Q1 2024
Shares 19,482 Value ($000) $1,039 Avg Close — Range —
Q4 2023
Shares 20,045 Value ($000) $977 Avg Close — Range —
Q3 2023
Shares 19,257 Value ($000) $843 Avg Close — Range —
Q2 2023
Shares 19,098 Value ($000) $876 Avg Close — Range —
Q1 2023
Shares 18,995 Value ($000) $835 Avg Close — Range —
Q4 2022
Shares 18,959 Value ($000) $806 Avg Close — Range —
Q3 2022
Shares 19,707 Value ($000) $760 Avg Close — Range —
Q2 2022
Shares 19,705 Value ($000) $782 Avg Close — Range —
Q1 2022
Shares 19,932 Value ($000) $940 Avg Close — Range —