SPDR INDEX SHS FDS

Ticker: SPDW CUSIP: 78463X889 Class: PORTFOLIO DEVLPD

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 76,151 Value ($000) $3,382 Avg Close — Range —
Q3 2025
Shares 57,782 Value ($000) $2,473 Avg Close — Range —
Q2 2025
Shares 64,339 Value ($000) $2,605 Avg Close — Range —
Q1 2025
Shares 66,955 Value ($000) $2,438 Avg Close — Range —