SPDR SER TR

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

LJI Wealth Management, LLC's Holding History (CIK: 0001988563)

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

Q4 2025
Shares 41,166 Value ($000) $1,976 Avg Close Range
Q3 2025
Shares 41,166 Value ($000) $1,985 Avg Close Range
Q2 2025
Shares 49,766 Value ($000) $2,380 Avg Close Range
Q1 2025
Shares 51,458 Value ($000) $2,449 Avg Close Range
Q4 2024
Shares 51,456 Value ($000) $2,439 Avg Close Range
Q3 2024
Shares 51,453 Value ($000) $2,477 Avg Close Range
Q2 2024
Shares 51,651 Value ($000) $2,437 Avg Close Range
Q4 2023
Shares 54,290 Value ($000) $2,595 Avg Close Range
Q3 2023
Shares 69,553 Value ($000) $3,215 Avg Close Range
Q2 2023
Shares 75,425 Value ($000) $3,549 Avg Close Range
Q1 2023
Shares 98,600 Value ($000) $4,688 Avg Close Range
Q4 2022
Shares 84,280 Value ($000) $3,959 Avg Close Range