SPDR SER TR

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

SteelPeak Wealth, LLC's Holding History (CIK: 0001801868)

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

Q4 2025
Shares 43,048 Value ($000) $2,066 Avg Close — Range —
Q3 2025
Shares 44,613 Value ($000) $2,151 Avg Close — Range —
Q2 2025
Shares 55,541 Value ($000) $2,657 Avg Close — Range —
Q1 2025
Shares 54,694 Value ($000) $2,603 Avg Close — Range —
Q4 2024
Shares 56,529 Value ($000) $2,679 Avg Close — Range —
Q3 2024
Shares 56,827 Value ($000) $2,736 Avg Close — Range —
Q2 2024
Shares 59,453 Value ($000) $2,806 Avg Close — Range —
Q1 2024
Shares 67,994 Value ($000) $3,226 Avg Close — Range —
Q4 2022
Shares 34,678 Value ($000) $1,629 Avg Close — Range —
Q3 2022
Shares 50,641 Value ($000) $2,334 Avg Close — Range —
Q2 2022
Shares 67,589 Value ($000) $3,194 Avg Close — Range —
Q1 2022
Shares 64,667 Value ($000) $3,061 Avg Close — Range —
Q4 2021
Shares 52,109 Value ($000) $2,563 Avg Close — Range —
Q3 2021
Shares 46,216 Value ($000) $2,283 Avg Close — Range —
Q2 2021
Shares 47,120 Value ($000) $2,335 Avg Close — Range —
Q1 2021
Shares 45,292 Value ($000) $2,245 Avg Close — Range —