SPDR SER TR

Ticker: SPSM CUSIP: 78468R853 Class: PORTFOLIO S&P600

WEALTH MANAGEMENT RESOURCES, INC.'s Holding History (CIK: 0001063516)

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

Q4 2025
Shares 94,117 Value ($000) $4,410 Avg Close — Range —
Q3 2025
Shares 95,280 Value ($000) $4,413 Avg Close — Range —
Q2 2025
Shares 91,365 Value ($000) $3,892 Avg Close — Range —
Q1 2025
Shares 81,039 Value ($000) $3,303 Avg Close — Range —
Q4 2024
Shares 77,698 Value ($000) $3,490 Avg Close — Range —
Q3 2024
Shares 28,819 Value ($000) $1,312 Avg Close — Range —
Q2 2024
Shares 28,311 Value ($000) $1,176 Avg Close — Range —
Q1 2024
Shares 28,505 Value ($000) $1,227 Avg Close — Range —
Q4 2023
Shares 24,584 Value ($000) $1,037 Avg Close — Range —
Q3 2023
Shares 17,892 Value ($000) $660 Avg Close — Range —
Q2 2023
Shares 17,723 Value ($000) $688 Avg Close — Range —
Q1 2023
Shares 15,956 Value ($000) $603 Avg Close — Range —
Q4 2022
Shares 15,944 Value ($000) $589 Avg Close — Range —
Q3 2022
Shares 15,881 Value ($000) $540 Avg Close — Range —
Q2 2022
Shares 15,937 Value ($000) $573 Avg Close — Range —
Q1 2022
Shares 15,807 Value ($000) $665 Avg Close — Range —
Q4 2021
Shares 15,714 Value ($000) $702 Avg Close — Range —