SPDR SER TR

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

Oakwell Private Wealth Management, LLC's Holding History (CIK: 0001844024)

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

Q4 2025
Shares 7,911 Value ($000) $371 Avg Close — Range —
Q3 2025
Shares 7,911 Value ($000) $366 Avg Close — Range —
Q2 2025
Shares 7,911 Value ($000) $337 Avg Close — Range —
Q1 2025
Shares 7,911 Value ($000) $322 Avg Close — Range —
Q4 2024
Shares 7,911 Value ($000) $355 Avg Close — Range —
Q3 2024
Shares 7,911 Value ($000) $360 Avg Close — Range —
Q2 2024
Shares 8,115 Value ($000) $337 Avg Close — Range —
Q1 2024
Shares 8,137 Value ($000) $350 Avg Close — Range —
Q4 2023
Shares 8,137 Value ($000) $343 Avg Close — Range —
Q3 2023
Shares 8,443 Value ($000) $312 Avg Close — Range —
Q2 2023
Shares 8,443 Value ($000) $328 Avg Close — Range —