SPDR SER TR

Ticker: XTN CUSIP: 78464A532 Class: S&P TRANSN ETF

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 300 Value ($000) $27 Avg Close — Range —
Q3 2025
Shares 300 Value ($000) $25 Avg Close — Range —
Q2 2025
Shares 300 Value ($000) $24 Avg Close — Range —
Q1 2025
Shares 300 Value ($000) $22 Avg Close — Range —