SPDR SER TR

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

Advyzon Investment Management, LLC's Holding History (CIK: 0002011872)

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

Q4 2025
Shares 25,662 Value ($000) $2,117 Avg Close — Range —
Q3 2025
Shares 21,703 Value ($000) $1,750 Avg Close — Range —
Q2 2025
Shares 14,360 Value ($000) $1,075 Avg Close — Range —
Q1 2025
Shares 14,853 Value ($000) $1,010 Avg Close — Range —
Q4 2024
Shares 5,933 Value ($000) $424 Avg Close — Range —