SPDR SER TR

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

National Wealth Management Group, LLC's Holding History (CIK: 0001977723)

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

Q4 2025
Shares 5,529 Value ($000) $259 Avg Close — Range —
Q3 2025
Shares 5,509 Value ($000) $255 Avg Close — Range —
Q2 2025
Shares 5,995 Value ($000) $255 Avg Close — Range —
Q1 2025
Shares 5,485 Value ($000) $224 Avg Close — Range —
Q4 2024
Shares 5,571 Value ($000) $250 Avg Close — Range —
Q3 2024
Shares 5,777 Value ($000) $263 Avg Close — Range —
Q2 2024
Shares 5,780 Value ($000) $240 Avg Close — Range —
Q1 2024
Shares 7,732 Value ($000) $333 Avg Close — Range —
Q4 2023
Shares 7,655 Value ($000) $323 Avg Close — Range —
Q3 2023
Shares 8,099 Value ($000) $299 Avg Close — Range —
Q2 2023
Shares 8,326 Value ($000) $333 Avg Close — Range —