SPDR SER TR

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

Principia Wealth Advisory, LLC's Holding History (CIK: 0002041436)

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

Q4 2025
Shares 79,461 Value ($000) $6,556 Avg Close — Range —
Q3 2025
Shares 91,939 Value ($000) $7,415 Avg Close — Range —
Q2 2025
Shares 163,049 Value ($000) $12,210 Avg Close — Range —
Q1 2025
Shares 182,023 Value ($000) $12,017 Avg Close — Range —
Q4 2024
Shares 177,793 Value ($000) $12,700 Avg Close — Range —