SPDR SER TR

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

SFG Wealth Management, LLC.'s Holding History (CIK: 0001908914)

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

Q4 2025
Shares 19,750 Value ($000) $925 Avg Close — Range —
Q3 2025
Shares 18,635 Value ($000) $863 Avg Close — Range —
Q2 2025
Shares 18,513 Value ($000) $789 Avg Close — Range —
Q1 2025
Shares 16,241 Value ($000) $662 Avg Close — Range —
Q4 2024
Shares 15,907 Value ($000) $715 Avg Close — Range —
Q3 2024
Shares 14,601 Value ($000) $664 Avg Close — Range —
Q2 2024
Shares 14,349 Value ($000) $596 Avg Close — Range —
Q1 2024
Shares 13,728 Value ($000) $591 Avg Close — Range —
Q4 2023
Shares 12,436 Value ($000) $525 Avg Close — Range —
Q3 2023
Shares 12,728 Value ($000) $470 Avg Close — Range —
Q2 2023
Shares 10,507 Value ($000) $408 Avg Close — Range —
Q1 2023
Shares 7,812 Value ($000) $295 Avg Close — Range —