SPDR SER TR

Ticker: SPTL CUSIP: 78464A664 Class: PORTFOLIO LN TSR

O'Brien Wealth Partners LLC's Holding History (CIK: 0001689874)

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

Q4 2025
Shares 928,154 Value ($000) $24,568 Avg Close — Range —
Q3 2025
Shares 943,819 Value ($000) $25,436 Avg Close — Range —
Q2 2025
Shares 917,946 Value ($000) $24,399 Avg Close — Range —
Q1 2025
Shares 927,735 Value ($000) $25,290 Avg Close — Range —
Q4 2024
Shares 917,131 Value ($000) $24,020 Avg Close — Range —
Q3 2024
Shares 788,330 Value ($000) $22,917 Avg Close — Range —
Q2 2024
Shares 765,444 Value ($000) $20,835 Avg Close — Range —
Q1 2024
Shares 717,206 Value ($000) $20,039 Avg Close — Range —
Q4 2023
Shares 631,927 Value ($000) $18,339 Avg Close — Range —
Q3 2023
Shares 893,258 Value ($000) $23,359 Avg Close — Range —
Q2 2023
Shares 529,495 Value ($000) $15,832 Avg Close — Range —
Q1 2023
Shares 504,510 Value ($000) $15,579 Avg Close — Range —
Q4 2022
Shares 469,836 Value ($000) $13,639 Avg Close — Range —
Q3 2022
Shares 448,530 Value ($000) $13,294 Avg Close — Range —
Q2 2022
Shares 422,501 Value ($000) $13,972 Avg Close — Range —
Q1 2022
Shares 411,369 Value ($000) $13,592 Avg Close — Range —
Q4 2021
Shares 402,098 Value ($000) $15,855 Avg Close — Range —
Q3 2021
Shares 383,012 Value ($000) $15,738 Avg Close — Range —
Q2 2021
Shares 340,034 Value ($000) $14,251 Avg Close — Range —
Q1 2021
Shares 73,462 Value ($000) $2,911 Avg Close — Range —