SPDR SER TR

Ticker: SPTS CUSIP: 78468R101 Class: PORTFOLIO SH TSR

B. Riley Wealth Advisors, Inc.'s Holding History (CIK: 0001464811)

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

Q4 2025
Shares 22,560 Value ($000) $661 Avg Close Range
Q3 2025
Shares 22,298 Value ($000) $654 Avg Close Range
Q2 2025
Shares 24,363 Value ($000) $714 Avg Close Range
Q4 2024
Shares 23,236 Value ($000) $674 Avg Close Range
Q3 2024
Shares 22,179 Value ($000) $652 Avg Close Range
Q2 2024
Shares 22,409 Value ($000) $647 Avg Close Range
Q4 2023
Shares 17,125 Value ($000) $497 Avg Close Range
Q1 2023
Shares 7,922 Value ($000) $232 Avg Close Range
Q1 2021
Shares 7,946 Value ($000) $244 Avg Close Range
Q4 2020
Shares 11,376 Value ($000) $350 Avg Close Range
Q3 2020
Shares 21,081 Value ($000) $648 Avg Close Range
Q2 2020
Shares 11,246 Value ($000) $346 Avg Close Range
Q1 2020
Shares 12,980 Value ($000) $399 Avg Close Range
Q4 2019
Shares 14,256 Value ($000) $428 Avg Close Range
Q3 2019
Shares 13,882 Value ($000) $417 Avg Close Range