SPDR INDEX SHS FDS

Ticker: SPDW CUSIP: 78463X889 Class: PORTFOLIO DEVLPD

Clearstead Advisors, LLC's Holding History (CIK: 0000842775)

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

Q4 2025
Shares 3,041,981 Value ($000) $135,094 Avg Close — Range —
Q3 2025
Shares 2,950,650 Value ($000) $126,258 Avg Close — Range —
Q2 2025
Shares 2,801,092 Value ($000) $113,416 Avg Close — Range —
Q1 2025
Shares 2,690,524 Value ($000) $97,962 Avg Close — Range —
Q4 2024
Shares 2,613,821 Value ($000) $89,210 Avg Close — Range —
Q3 2024
Shares 2,580,568 Value ($000) $96,926 Avg Close — Range —
Q2 2024
Shares 2,543,331 Value ($000) $89,220 Avg Close — Range —
Q1 2024
Shares 15 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 15 Value ($000) $1 Avg Close — Range —
Q3 2023
Shares 15 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 15 Value ($000) $0 Avg Close — Range —
Q1 2022
Shares 274 Value ($000) $9 Avg Close — Range —