SPDR S&P 500 ETF TR

CUSIP: 78462F953 Class: ETF

Holders for Q4 2025 Position Changes for Q4 2025

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

New Positions (5)

Cruiser Capital Advisors, LLC
Value ($000) $20,704 Shares 1,000
Coordinated Financial Services, Inc.
Value ($000) $14 Shares 28
ZAZOVE ASSOCIATES LLC
Value ($000) $33 Shares 59,500
FLAGSHIP HARBOR ADVISORS, LLC
Value ($000) $36 Shares 32
Ruggaard & Associates LLC
Value ($000) $0 Shares 5

Increased Positions (3)

TAM Capital Management Inc.
Value ($000) $14,661 (+27.2%) Shares 21,500 (+24.3%)
Oak Harvest Investment Services
Value ($000) $322 (+2.6%) Shares 1,500 (+100.0%)
AlphaCore Capital LLC
Value ($000) $82 (+12.6%) Shares 71 (+54.3%)

Decreased Positions (1)

Focus Partners Wealth
Value ($000) $1,773 (-49.8%) Shares 2,600 (-50.9%)

Exited Positions (5)

Momentum Wealth Planning, LLC
Value ($000) $217 Shares 301
MOSAIC FAMILY WEALTH PARTNERS, LLC
Value ($000) $730 Shares 1,100
IFG Advisory, LLC
Value ($000) $1,212 Shares 1,500
Caitlin John, LLC
Value ($000) $53 Shares 19
MINDSET WEALTH MANAGEMENT, LLC
Value ($000) $42 Shares 453