SPDR SER TR

Ticker: SLYV CUSIP: 78464A300 Class: S&P 600 SMCP VAL

Financial Synergies Wealth Advisors, Inc.'s Holding History (CIK: 0002017868)

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

Q4 2025
Shares 22,176 Value ($000) $2,017 Avg Close — Range —
Q3 2025
Shares 22,125 Value ($000) $1,961 Avg Close — Range —
Q2 2025
Shares 22,330 Value ($000) $1,781 Avg Close — Range —
Q1 2025
Shares 26,709 Value ($000) $2,094 Avg Close — Range —
Q4 2024
Shares 26,386 Value ($000) $2,302 Avg Close — Range —
Q3 2024
Shares 26,866 Value ($000) $2,333 Avg Close — Range —
Q2 2024
Shares 30,392 Value ($000) $2,380 Avg Close — Range —
Q1 2024
Shares 50,840 Value ($000) $4,218 Avg Close — Range —
Q4 2023
Shares 156,476 Value ($000) $11,614 Avg Close — Range —
Q3 2023
Shares 164,937 Value ($000) $11,936 Avg Close — Range —
Q2 2023
Shares 162,879 Value ($000) $12,573 Avg Close — Range —
Q1 2023
Shares 158,237 Value ($000) $12,055 Avg Close — Range —
Q4 2022
Shares 156,476 Value ($000) $11,614 Avg Close — Range —
Q3 2022
Shares 156,608 Value ($000) $10,515 Avg Close — Range —
Q2 2022
Shares 152,954 Value ($000) $11,075 Avg Close — Range —
Q1 2022
Shares 144,981 Value ($000) $12,081 Avg Close — Range —
Q4 2021
Shares 152,118 Value ($000) $12,887 Avg Close — Range —
Q3 2021
Shares 155,247 Value ($000) $12,724 Avg Close — Range —
Q2 2021
Shares 155,477 Value ($000) $13,326 Avg Close — Range —
Q1 2021
Shares 150,871 Value ($000) $12,370 Avg Close — Range —
Q4 2020
Shares 148,778 Value ($000) $9,848 Avg Close — Range —
Q3 2020
Shares 60,475 Value ($000) $3,029 Avg Close — Range —