SPDR SER TR

Ticker: SPMD CUSIP: 78464A847 Class: PORTFOLIO S&P400

RKL Wealth Management LLC's Holding History (CIK: 0001604723)

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

Q4 2025
Shares 712,175 Value ($000) $41,242 Avg Close — Range —
Q3 2025
Shares 594,975 Value ($000) $34,027 Avg Close — Range —
Q2 2025
Shares 554,543 Value ($000) $30,156 Avg Close — Range —
Q1 2025
Shares 480,814 Value ($000) $24,608 Avg Close — Range —
Q4 2024
Shares 204,818 Value ($000) $11,201 Avg Close — Range —
Q3 2024
Shares 40,337 Value ($000) $2,206 Avg Close — Range —