SPDR INDEX SHS FDS

Ticker: SPDW CUSIP: 78463X889 Class: PORTFOLIO DEVLPD

Upper Left Wealth Management, LLC's Holding History (CIK: 0001911228)

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

Q4 2025
Shares 18,068 Value ($000) $802 Avg Close Range
Q3 2025
Shares 18,712 Value ($000) $801 Avg Close Range
Q2 2025
Shares 19,194 Value ($000) $777 Avg Close Range
Q1 2025
Shares 21,392 Value ($000) $779 Avg Close Range
Q4 2024
Shares 22,097 Value ($000) $754 Avg Close Range
Q3 2024
Shares 22,097 Value ($000) $821 Avg Close Range
Q2 2024
Shares 22,548 Value ($000) $791 Avg Close Range
Q1 2024
Shares 20,392 Value ($000) $731 Avg Close Range
Q4 2023
Shares 20,392 Value ($000) $694 Avg Close Range
Q3 2023
Shares 19,819 Value ($000) $615 Avg Close Range
Q2 2023
Shares 21,336 Value ($000) $694 Avg Close Range
Q1 2023
Shares 21,336 Value ($000) $685 Avg Close Range
Q4 2022
Shares 23,562 Value ($000) $700 Avg Close Range
Q3 2022
Shares 27,015 Value ($000) $714 Avg Close Range
Q2 2022
Shares 38,115 Value ($000) $1,099 Avg Close Range
Q1 2022
Shares 29,585 Value ($000) $1,022 Avg Close Range
Q4 2021
Shares 27,185 Value ($000) $998 Avg Close Range