SPDR SER TR

Ticker: EFIV CUSIP: 78468R531 Class: S&P 500 ESG ETF

KWB Wealth's Holding History (CIK: 0001822236)

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

Q3 2024
Shares 5,454 Value ($000) $290 Avg Close — Range —
Q2 2024
Shares 6,736 Value ($000) $341 Avg Close — Range —
Q1 2024
Shares 6,736 Value ($000) $341 Avg Close — Range —
Q4 2023
Shares 6,754 Value ($000) $312 Avg Close — Range —
Q3 2023
Shares 8,143 Value ($000) $351 Avg Close — Range —
Q2 2023
Shares 8,143 Value ($000) $351 Avg Close — Range —
Q1 2023
Shares 8,387 Value ($000) $307 Avg Close — Range —
Q4 2022
Shares 8,387 Value ($000) $307 Avg Close — Range —
Q3 2022
Shares 7,296 Value ($000) $248 Avg Close — Range —