SPDR SER TR

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

Wealthspire Advisors, LLC's Holding History (CIK: 0001646247)

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

Q4 2025
Shares 155,761 Value ($000) $9,020 Avg Close Range
Q3 2025
Shares 163,918 Value ($000) $9,374 Avg Close Range
Q2 2025
Shares 168,018 Value ($000) $9,137 Avg Close Range
Q1 2025
Shares 163,767 Value ($000) $8,382 Avg Close Range
Q4 2024
Shares 165,083 Value ($000) $9,028 Avg Close Range
Q3 2024
Shares 174,758 Value ($000) $9,556 Avg Close Range
Q2 2024
Shares 188,684 Value ($000) $9,680 Avg Close Range
Q1 2024
Shares 196,924 Value ($000) $10,504 Avg Close Range
Q4 2023
Shares 207,124 Value ($000) $10,091 Avg Close Range
Q3 2023
Shares 218,177 Value ($000) $9,554 Avg Close Range
Q2 2023
Shares 224,348 Value ($000) $10,295 Avg Close Range
Q1 2023
Shares 227,919 Value ($000) $10,015 Avg Close Range
Q4 2022
Shares 227,755 Value ($000) $9,680 Avg Close Range
Q3 2022
Shares 228,286 Value ($000) $8,803 Avg Close Range
Q2 2022
Shares 226,125 Value ($000) $8,975 Avg Close Range
Q3 2021
Shares 239,087 Value ($000) $11,036 Avg Close Range