SPDR SER TR

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

Sterling Group Wealth Management, LLC's Holding History (CIK: 0001852307)

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

Q2 2025
Shares 8,936 Value ($000) $381 Avg Close — Range —
Q1 2025
Shares 11,011 Value ($000) $449 Avg Close — Range —
Q4 2024
Shares 15,476 Value ($000) $695 Avg Close — Range —
Q3 2024
Shares 19,160 Value ($000) $872 Avg Close — Range —
Q2 2024
Shares 111,096 Value ($000) $4,614 Avg Close — Range —
Q4 2023
Shares 111,325 Value ($000) $4,696 Avg Close — Range —
Q3 2023
Shares 109,092 Value ($000) $4,025 Avg Close — Range —
Q2 2023
Shares 107,852 Value ($000) $4,189 Avg Close — Range —
Q1 2023
Shares 106,620 Value ($000) $4,027 Avg Close — Range —
Q4 2022
Shares 141,816 Value ($000) $5,243 Avg Close — Range —