SPDR SER TR

Ticker: XHB CUSIP: 78464A888 Class: ETF

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

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

Q4 2025
Shares 19,192 Value ($000) $1,976 Avg Close — Range —
Q3 2025
Shares 19,389 Value ($000) $2,148 Avg Close — Range —
Q2 2025
Shares 19,444 Value ($000) $1,917 Avg Close — Range —
Q1 2025
Shares 19,167 Value ($000) $1,857 Avg Close — Range —
Q4 2024
Shares 18,854 Value ($000) $1,970 Avg Close — Range —
Q3 2024
Shares 18,137 Value ($000) $2,259 Avg Close — Range —
Q2 2024
Shares 17,724 Value ($000) $1,792 Avg Close — Range —
Q1 2024
Shares 17,759 Value ($000) $1,982 Avg Close — Range —
Q4 2023
Shares 17,723 Value ($000) $1,695 Avg Close — Range —
Q3 2023
Shares 17,448 Value ($000) $1,336 Avg Close — Range —
Q2 2023
Shares 17,622 Value ($000) $1,415 Avg Close — Range —
Q1 2023
Shares 17,622 Value ($000) $1,194 Avg Close — Range —
Q4 2022
Shares 17,740 Value ($000) $1,070 Avg Close — Range —
Q3 2022
Shares 18,241 Value ($000) $998 Avg Close — Range —
Q2 2022
Shares 18,287 Value ($000) $1,001 Avg Close — Range —
Q1 2022
Shares 17,994 Value ($000) $1,137 Avg Close — Range —
Q4 2021
Shares 17,984 Value ($000) $1,543 Avg Close — Range —
Q3 2021
Shares 18,054 Value ($000) $1,296 Avg Close — Range —
Q2 2021
Shares 18,054 Value ($000) $1,322 Avg Close — Range —
Q1 2021
Shares 17,949 Value ($000) $1,263 Avg Close — Range —
Q4 2020
Shares 16,709 Value ($000) $963 Avg Close — Range —
Q3 2020
Shares 16,217 Value ($000) $874 Avg Close — Range —
Q2 2020
Shares 15,966 Value ($000) $701 Avg Close — Range —
Q1 2020
Shares 16,041 Value ($000) $478 Avg Close — Range —
Q4 2019
Shares 16,660 Value ($000) $758 Avg Close — Range —
Q3 2019
Shares 16,911 Value ($000) $745 Avg Close — Range —
Q2 2019
Shares 17,011 Value ($000) $709 Avg Close — Range —
Q1 2019
Shares 18,165 Value ($000) $700 Avg Close — Range —
Q4 2018
Shares 18,841 Value ($000) $613 Avg Close — Range —
Q3 2018
Shares 19,879 Value ($000) $766 Avg Close — Range —
Q2 2018
Shares 19,151 Value ($000) $753 Avg Close — Range —
Q1 2018
Shares 18,666 Value ($000) $728 Avg Close — Range —
Q4 2017
Shares 18,921 Value ($000) $841 Avg Close — Range —
Q3 2017
Shares 19,292 Value ($000) $764 Avg Close — Range —
Q2 2017
Shares 19,156 Value ($000) $738 Avg Close — Range —
Q2 2013
Shares 800 Value ($000) $24 Avg Close — Range —