SPDR INDEX SHS FDS

Ticker: SPDW CUSIP: 78463X889 Class: PORTFOLIO DEVLPD

Envestnet Portfolio Solutions, Inc.'s Holding History (CIK: 0001998033)

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

Q4 2025
Shares 2,658,878 Value ($000) $118,081 Avg Close — Range —
Q3 2025
Shares 2,141,699 Value ($000) $91,643 Avg Close — Range —
Q2 2025
Shares 1,737,287 Value ($000) $70,343 Avg Close — Range —
Q1 2025
Shares 3,284,240 Value ($000) $119,579 Avg Close — Range —
Q4 2024
Shares 2,228,843 Value ($000) $76,070 Avg Close — Range —
Q3 2024
Shares 2,063,313 Value ($000) $77,498 Avg Close — Range —
Q2 2024
Shares 2,326,437 Value ($000) $81,611 Avg Close — Range —
Q1 2024
Shares 1,664,170 Value ($000) $59,644 Avg Close — Range —
Q4 2023
Shares 1,472,949 Value ($000) $50,095 Avg Close — Range —
Q3 2023
Shares 1,354,744 Value ($000) $42,011 Avg Close — Range —