SPDR SER TR

Ticker: SHM CUSIP: 78468R739 Class: NUVEEN ICE SHORT

HCR Wealth Advisors's Holding History (CIK: 0001697715)

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

Q3 2025
Shares 8,000 Value ($000) $385 Avg Close — Range —
Q2 2025
Shares 8,000 Value ($000) $383 Avg Close — Range —
Q1 2025
Shares 5,500 Value ($000) $262 Avg Close — Range —
Q4 2024
Shares 5,500 Value ($000) $261 Avg Close — Range —
Q3 2024
Shares 5,500 Value ($000) $265 Avg Close — Range —
Q2 2024
Shares 5,500 Value ($000) $260 Avg Close — Range —
Q1 2024
Shares 10,000 Value ($000) $474 Avg Close — Range —
Q4 2023
Shares 10,000 Value ($000) $478 Avg Close — Range —
Q3 2023
Shares 10,000 Value ($000) $462 Avg Close — Range —
Q2 2023
Shares 12,500 Value ($000) $588 Avg Close — Range —
Q1 2023
Shares 12,500 Value ($000) $594 Avg Close — Range —
Q4 2022
Shares 12,500 Value ($000) $587 Avg Close — Range —
Q3 2022
Shares 12,500 Value ($000) $576 Avg Close — Range —
Q2 2022
Shares 4,600 Value ($000) $217 Avg Close — Range —