SPDR SER TR

Ticker: SPYX CUSIP: 78468R796 Class: SPDR S&P 500 ETF

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q4 2025
Shares 4,530 Value ($000) $255 Avg Close — Range —
Q3 2025
Shares 131,208 Value ($000) $7,197 Avg Close — Range —
Q2 2025
Shares 131,654 Value ($000) $6,705 Avg Close — Range —
Q1 2025
Shares 134,556 Value ($000) $6,156 Avg Close — Range —
Q4 2024
Shares 138,175 Value ($000) $6,653 Avg Close — Range —
Q3 2024
Shares 130,649 Value ($000) $6,173 Avg Close — Range —
Q2 2024
Shares 123,606 Value ($000) $5,513 Avg Close — Range —
Q1 2024
Shares 118,021 Value ($000) $5,051 Avg Close — Range —
Q4 2023
Shares 116,446 Value ($000) $4,519 Avg Close — Range —
Q3 2023
Shares 117,150 Value ($000) $4,069 Avg Close — Range —
Q2 2023
Shares 106,333 Value ($000) $3,846 Avg Close — Range —
Q1 2023
Shares 103,358 Value ($000) $3,436 Avg Close — Range —
Q4 2022
Shares 33,924 Value ($000) $3,167 Avg Close — Range —
Q3 2022
Shares 36,712 Value ($000) $3,199 Avg Close — Range —
Q2 2022
Shares 35,009 Value ($000) $3,229 Avg Close — Range —
Q1 2022
Shares 35,017 Value ($000) $3,888 Avg Close — Range —
Q4 2021
Shares 34,445 Value ($000) $4,054 Avg Close — Range —
Q3 2021
Shares 30,490 Value ($000) $3,239 Avg Close — Range —
Q2 2021
Shares 27,656 Value ($000) $2,935 Avg Close — Range —
Q1 2021
Shares 26,692 Value ($000) $2,621 Avg Close — Range —
Q4 2020
Shares 25,392 Value ($000) $2,361 Avg Close — Range —
Q3 2020
Shares 18,712 Value ($000) $1,563 Avg Close — Range —
Q2 2020
Shares 7,537 Value ($000) $575 Avg Close — Range —
Q4 2019
Shares 757 Value ($000) $60 Avg Close — Range —