SPDR SER TR

Ticker: SPSB CUSIP: 78464A474 Class: PORTFOLIO SHORT

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

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

Q4 2025
Shares 757,882 Value ($000) $22,888 Avg Close — Range —
Q3 2025
Shares 731,634 Value ($000) $22,161 Avg Close — Range —
Q2 2025
Shares 644,512 Value ($000) $19,458 Avg Close — Range —
Q4 2024
Shares 31,234 Value ($000) $933 Avg Close — Range —
Q3 2024
Shares 26,433 Value ($000) $800 Avg Close — Range —
Q2 2024
Shares 25,011 Value ($000) $743 Avg Close — Range —
Q1 2024
Shares 25,070 Value ($000) $746 Avg Close — Range —
Q4 2023
Shares 22,267 Value ($000) $663 Avg Close — Range —
Q3 2023
Shares 22,286 Value ($000) $653 Avg Close — Range —
Q2 2023
Shares 22,137 Value ($000) $652 Avg Close — Range —
Q1 2023
Shares 22,173 Value ($000) $657 Avg Close — Range —
Q4 2022
Shares 17,071 Value ($000) $502 Avg Close — Range —
Q3 2022
Shares 17,071 Value ($000) $499 Avg Close — Range —
Q2 2022
Shares 17,071 Value ($000) $508 Avg Close — Range —