SPDR SER TR

Ticker: HYMB CUSIP: 78464A284 Class: NUVEEN BLOOMBERG

Heartwood Wealth Advisors LLC's Holding History (CIK: 0001794935)

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

Q4 2025
Shares 397,718 Value ($000) $9,919 Avg Close — Range —
Q3 2025
Shares 395,696 Value ($000) $9,865 Avg Close — Range —
Q2 2025
Shares 36,714 Value ($000) $910 Avg Close — Range —
Q1 2025
Shares 36,714 Value ($000) $926 Avg Close — Range —
Q4 2024
Shares 36,714 Value ($000) $939 Avg Close — Range —
Q3 2024
Shares 36,714 Value ($000) $964 Avg Close — Range —
Q2 2024
Shares 36,714 Value ($000) $934 Avg Close — Range —
Q1 2024
Shares 36,714 Value ($000) $943 Avg Close — Range —
Q4 2023
Shares 36,714 Value ($000) $929 Avg Close — Range —
Q3 2023
Shares 36,714 Value ($000) $875 Avg Close — Range —