SPDR SER TR

Ticker: SPTI CUSIP: 78464A672 Class: PORTFLI INTRMDIT

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

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

Q4 2025
Shares 1,450,509 Value ($000) $41,833 Avg Close — Range —
Q3 2025
Shares 1,419,678 Value ($000) $41,029 Avg Close — Range —
Q2 2025
Shares 1,399,196 Value ($000) $40,255 Avg Close — Range —
Q1 2025
Shares 1,402,556 Value ($000) $40,085 Avg Close — Range —
Q4 2024
Shares 1,404,265 Value ($000) $39,151 Avg Close — Range —
Q3 2024
Shares 1,257,842 Value ($000) $36,553 Avg Close — Range —
Q2 2024
Shares 1,205,857 Value ($000) $33,788 Avg Close — Range —
Q1 2024
Shares 1,178,397 Value ($000) $33,207 Avg Close — Range —
Q4 2023
Shares 1,139,012 Value ($000) $32,530 Avg Close — Range —
Q3 2023
Shares 1,146,596 Value ($000) $31,566 Avg Close — Range —
Q2 2023
Shares 804,000 Value ($000) $22,745 Avg Close — Range —
Q1 2023
Shares 777,753 Value ($000) $22,508 Avg Close — Range —
Q4 2022
Shares 773,779 Value ($000) $21,852 Avg Close — Range —
Q3 2022
Shares 441,713 Value ($000) $12,425 Avg Close — Range —
Q2 2022
Shares 452,351 Value ($000) $13,331 Avg Close — Range —
Q1 2022
Shares 449,505 Value ($000) $13,251 Avg Close — Range —
Q4 2021
Shares 508,070 Value ($000) $15,847 Avg Close — Range —
Q3 2021
Shares 506,207 Value ($000) $16,358 Avg Close — Range —
Q2 2021
Shares 482,340 Value ($000) $15,695 Avg Close — Range —
Q1 2021
Shares 347,119 Value ($000) $11,188 Avg Close — Range —