SPDR SER TR

Ticker: SPTM CUSIP: 78464A805 Class: PORTFOLI S&P1500

TFO Wealth Partners, LLC's Holding History (CIK: 0001698750)

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

Q1 2024
Shares 154 Value ($000) $10 Avg Close — Range —
Q4 2023
Shares 171 Value ($000) $10 Avg Close — Range —
Q3 2023
Shares 208 Value ($000) $11 Avg Close — Range —
Q2 2023
Shares 208 Value ($000) $11 Avg Close — Range —
Q1 2023
Shares 215 Value ($000) $11 Avg Close — Range —
Q4 2022
Shares 11 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 342 Value ($000) $15 Avg Close — Range —
Q2 2022
Shares 530 Value ($000) $25 Avg Close — Range —
Q1 2022
Shares 687 Value ($000) $38 Avg Close — Range —
Q4 2021
Shares 406 Value ($000) $23 Avg Close — Range —
Q3 2021
Shares 410 Value ($000) $22 Avg Close — Range —
Q2 2021
Shares 428 Value ($000) $23 Avg Close — Range —
Q1 2021
Shares 435 Value ($000) $21 Avg Close — Range —
Q4 2020
Shares 441 Value ($000) $20 Avg Close — Range —
Q2 2020
Shares 435 Value ($000) $16 Avg Close — Range —
Q1 2020
Shares 520 Value ($000) $16 Avg Close — Range —
Q4 2019
Shares 625 Value ($000) $24 Avg Close — Range —