SPDR SER TR

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

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 135 Value ($000) $16 Avg Close — Range —
Q3 2025
Shares 135 Value ($000) $14 Avg Close — Range —
Q2 2025
Shares 135 Value ($000) $11 Avg Close — Range —
Q1 2025
Shares 135 Value ($000) $11 Avg Close — Range —