SPDR SER TR

Ticker: SPIB CUSIP: 78464A375 Class: PORTFOLIO INTRMD

GoalVest Advisory LLC's Holding History (CIK: 0001839307)

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

Q4 2025
Shares 612,998 Value ($000) $20,725 Avg Close — Range —
Q3 2025
Shares 568,062 Value ($000) $19,252 Avg Close — Range —
Q2 2025
Shares 524,943 Value ($000) $17,628 Avg Close — Range —
Q1 2025
Shares 470,098 Value ($000) $15,626 Avg Close — Range —
Q4 2024
Shares 442,404 Value ($000) $14,493 Avg Close — Range —
Q3 2024
Shares 254,165 Value ($000) $8,568 Avg Close — Range —
Q2 2024
Shares 230,682 Value ($000) $7,511 Avg Close — Range —
Q1 2024
Shares 158,542 Value ($000) $5,183 Avg Close — Range —
Q4 2023
Shares 221,088 Value ($000) $7,258 Avg Close — Range —
Q3 2023
Shares 75,717 Value ($000) $2,381 Avg Close — Range —