SPDR SER TR

Ticker: PSK CUSIP: 78464A292 Class: ICE PFD SEC ETF

Wealthspire Retirement, LLC's Holding History (CIK: 0002040084)

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

Q4 2025
Shares 40,048 Value ($000) $1,269 Avg Close — Range —
Q3 2025
Shares 36,681 Value ($000) $1,213 Avg Close — Range —
Q2 2025
Shares 41,436 Value ($000) $1,316 Avg Close — Range —
Q1 2025
Shares 47,878 Value ($000) $1,551 Avg Close — Range —
Q4 2024
Shares 46,608 Value ($000) $1,538 Avg Close — Range —
Q3 2024
Shares 48,226 Value ($000) $1,720 Avg Close — Range —
Q2 2024
Shares 47,426 Value ($000) $1,609 Avg Close — Range —
Q1 2024
Shares 46,319 Value ($000) $1,615 Avg Close — Range —
Q4 2023
Shares 51,384 Value ($000) $1,722 Avg Close — Range —
Q3 2023
Shares 46,887 Value ($000) $1,522 Avg Close — Range —
Q2 2023
Shares 46,583 Value ($000) $1,559 Avg Close — Range —
Q1 2023
Shares 47,235 Value ($000) $1,604 Avg Close — Range —
Q4 2022
Shares 50,525 Value ($000) $1,658 Avg Close — Range —
Q3 2022
Shares 48,713 Value ($000) $1,698 Avg Close — Range —
Q2 2022
Shares 46,754 Value ($000) $1,676 Avg Close — Range —
Q1 2022
Shares 46,110 Value ($000) $1,799 Avg Close — Range —
Q4 2021
Shares 44,356 Value ($000) $1,903 Avg Close — Range —
Q3 2021
Shares 44,094 Value ($000) $1,916 Avg Close — Range —
Q2 2021
Shares 41,758 Value ($000) $1,847 Avg Close — Range —
Q1 2021
Shares 40,439 Value ($000) $1,756 Avg Close — Range —
Q4 2020
Shares 38,654 Value ($000) $1,717 Avg Close — Range —
Q3 2020
Shares 36,567 Value ($000) $1,590 Avg Close — Range —
Q2 2020
Shares 34,896 Value ($000) $1,460 Avg Close — Range —
Q1 2020
Shares 34,357 Value ($000) $1,346 Avg Close — Range —
Q4 2019
Shares 30,531 Value ($000) $1,343 Avg Close — Range —