SSGA ACTIVE TR

Ticker: MBND CUSIP: 78470P705 Class: SPDR NUVEEN MUN

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

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

Q2 2025
Shares 38,326 Value ($000) $1,038 Avg Close — Range —
Q1 2025
Shares 77,673 Value ($000) $2,119 Avg Close — Range —
Q4 2024
Shares 65,809 Value ($000) $1,811 Avg Close — Range —
Q3 2024
Shares 62,666 Value ($000) $1,755 Avg Close — Range —
Q2 2024
Shares 65,097 Value ($000) $1,786 Avg Close — Range —
Q1 2024
Shares 69,668 Value ($000) $1,918 Avg Close — Range —
Q4 2023
Shares 23,109 Value ($000) $636 Avg Close — Range —
Q3 2023
Shares 37,478 Value ($000) $975 Avg Close — Range —