SPDR SER TR

Ticker: XBI CUSIP: 78464A870 Class: S&P BIOTECH

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q4 2025
Shares 9,784 Value ($000) $1,193 Avg Close — Range —
Q3 2025
Shares 9,098 Value ($000) $912 Avg Close — Range —
Q2 2025
Shares 9,698 Value ($000) $804 Avg Close — Range —
Q1 2025
Shares 9,676 Value ($000) $785 Avg Close — Range —
Q4 2024
Shares 9,490 Value ($000) $855 Avg Close — Range —
Q3 2024
Shares 9,049 Value ($000) $894 Avg Close — Range —
Q2 2024
Shares 8,724 Value ($000) $809 Avg Close — Range —
Q1 2024
Shares 8,634 Value ($000) $819 Avg Close — Range —
Q4 2023
Shares 8,549 Value ($000) $763 Avg Close — Range —
Q3 2023
Shares 8,113 Value ($000) $592 Avg Close — Range —
Q2 2023
Shares 8,138 Value ($000) $677 Avg Close — Range —
Q1 2023
Shares 8,011 Value ($000) $611 Avg Close — Range —
Q4 2022
Shares 9,900 Value ($000) $822 Avg Close — Range —
Q3 2022
Shares 9,002 Value ($000) $714 Avg Close — Range —
Q2 2022
Shares 8,749 Value ($000) $650 Avg Close — Range —
Q1 2022
Shares 5,781 Value ($000) $520 Avg Close — Range —
Q4 2019
Shares 160 Value ($000) $15 Avg Close — Range —
Q1 2019
Shares 2,263 Value ($000) $205 Avg Close — Range —
Q2 2017
Shares 2,829 Value ($000) $218 Avg Close — Range —