SPDR INDEX SHS FDS

Ticker: EFAX CUSIP: 78470E106 Class: ETF

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q3 2025
Shares 55,005 Value ($000) $2,713 Avg Close — Range —
Q2 2025
Shares 55,128 Value ($000) $2,611 Avg Close — Range —
Q1 2025
Shares 55,435 Value ($000) $2,381 Avg Close — Range —
Q4 2024
Shares 56,650 Value ($000) $2,255 Avg Close — Range —
Q3 2024
Shares 50,993 Value ($000) $2,230 Avg Close — Range —
Q2 2024
Shares 47,226 Value ($000) $1,926 Avg Close — Range —
Q1 2024
Shares 44,837 Value ($000) $1,865 Avg Close — Range —
Q4 2023
Shares 43,749 Value ($000) $1,707 Avg Close — Range —
Q3 2023
Shares 44,608 Value ($000) $1,582 Avg Close — Range —
Q2 2023
Shares 39,847 Value ($000) $1,500 Avg Close — Range —
Q1 2023
Shares 38,628 Value ($000) $1,431 Avg Close — Range —
Q4 2022
Shares 19,052 Value ($000) $1,296 Avg Close — Range —
Q3 2022
Shares 20,793 Value ($000) $1,217 Avg Close — Range —
Q2 2022
Shares 19,424 Value ($000) $1,272 Avg Close — Range —
Q1 2022
Shares 19,214 Value ($000) $1,478 Avg Close — Range —
Q4 2021
Shares 18,231 Value ($000) $1,530 Avg Close — Range —
Q3 2021
Shares 15,753 Value ($000) $1,302 Avg Close — Range —
Q2 2021
Shares 13,992 Value ($000) $1,169 Avg Close — Range —
Q1 2021
Shares 13,423 Value ($000) $1,078 Avg Close — Range —
Q4 2020
Shares 12,853 Value ($000) $1,002 Avg Close — Range —
Q3 2020
Shares 9,374 Value ($000) $641 Avg Close — Range —
Q2 2020
Shares 3,689 Value ($000) $239 Avg Close — Range —