SPDR SER TR

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

CFM WEALTH PARTNERS LLC's Holding History (CIK: 0001801097)

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

Q4 2025
Shares 60,179 Value ($000) $2,820 Avg Close — Range —
Q3 2025
Shares 60,219 Value ($000) $2,789 Avg Close — Range —
Q2 2025
Shares 63,092 Value ($000) $2,688 Avg Close — Range —
Q1 2025
Shares 63,576 Value ($000) $2,591 Avg Close — Range —
Q4 2024
Shares 63,902 Value ($000) $2,870 Avg Close — Range —
Q3 2024
Shares 63,287 Value ($000) $2,880 Avg Close — Range —
Q2 2024
Shares 59,988 Value ($000) $2,491 Avg Close — Range —
Q1 2024
Shares 50,769 Value ($000) $2,185 Avg Close — Range —
Q4 2023
Shares 50,581 Value ($000) $2,134 Avg Close — Range —
Q3 2023
Shares 50,475 Value ($000) $1,863 Avg Close — Range —
Q2 2023
Shares 47,372 Value ($000) $1,840 Avg Close — Range —