SPDR SER TR

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

Kelman-Lazarov, Inc.'s Holding History (CIK: 0001672067)

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

Q4 2025
Shares 4,968 Value ($000) $233 Avg Close — Range —
Q3 2025
Shares 4,989 Value ($000) $231 Avg Close — Range —