SPDR INDEX SHS FDS

Ticker: SPDW CUSIP: 78463X889 Class: PORTFOLIO DEVLPD

Advisor OS, LLC's Holding History (CIK: 0001767580)

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

Q4 2025
Shares 115,604 Value ($000) $5,134 Avg Close — Range —
Q3 2025
Shares 81,582 Value ($000) $3,491 Avg Close — Range —
Q2 2025
Shares 83,075 Value ($000) $3,364 Avg Close — Range —
Q1 2025
Shares 15,230 Value ($000) $555 Avg Close — Range —
Q4 2024
Shares 68,700 Value ($000) $2,345 Avg Close — Range —
Q3 2024
Shares 68,483 Value ($000) $2,572 Avg Close — Range —
Q2 2024
Shares 68,461 Value ($000) $2,402 Avg Close — Range —
Q1 2024
Shares 69,644 Value ($000) $2,496 Avg Close — Range —
Q4 2023
Shares 71,404 Value ($000) $2,428 Avg Close — Range —
Q3 2023
Shares 78,538 Value ($000) $2,435 Avg Close — Range —
Q2 2023
Shares 78,473 Value ($000) $2,554 Avg Close — Range —
Q1 2023
Shares 83,626 Value ($000) $2,686 Avg Close — Range —
Q4 2022
Shares 8,966 Value ($000) $266 Avg Close — Range —
Q3 2022
Shares 8,670 Value ($000) $224 Avg Close — Range —
Q1 2022
Shares 89,515 Value ($000) $3,068 Avg Close — Range —
Q4 2021
Shares 90,427 Value ($000) $3,299 Avg Close — Range —
Q3 2021
Shares 87,477 Value ($000) $3,168 Avg Close — Range —
Q2 2021
Shares 86,323 Value ($000) $3,176 Avg Close — Range —
Q1 2021
Shares 86,310 Value ($000) $3,052 Avg Close — Range —
Q4 2020
Shares 126,541 Value ($000) $4,473 Avg Close — Range —
Q3 2020
Shares 125,089 Value ($000) $3,827 Avg Close — Range —
Q2 2020
Shares 82,006 Value ($000) $2,265 Avg Close — Range —