SPDR SER TR

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

Kelman-Lazarov, Inc.'s Holding History (CIK: 0001672067)

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

Q4 2025
Shares 29,376 Value ($000) $1,701 Avg Close Range
Q3 2025
Shares 29,022 Value ($000) $1,660 Avg Close Range
Q2 2025
Shares 29,407 Value ($000) $1,599 Avg Close Range
Q1 2025
Shares 29,509 Value ($000) $1,510 Avg Close Range
Q4 2024
Shares 29,683 Value ($000) $1,623 Avg Close Range
Q3 2024
Shares 37,580 Value ($000) $2,055 Avg Close Range
Q2 2024
Shares 37,326 Value ($000) $1,915 Avg Close Range
Q1 2024
Shares 34,898 Value ($000) $1,861 Avg Close Range
Q4 2023
Shares 35,446 Value ($000) $1,727 Avg Close Range
Q3 2023
Shares 36,115 Value ($000) $1,581 Avg Close Range
Q2 2023
Shares 32,865 Value ($000) $1,508 Avg Close Range
Q1 2023
Shares 26,584 Value ($000) $1,168 Avg Close Range
Q4 2022
Shares 22,830 Value ($000) $970 Avg Close Range