SPDR SER TR

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

Root Financial Partners, LLC's Holding History (CIK: 0001977181)

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

Q4 2025
Shares 485 Value ($000) $28 Avg Close — Range —
Q3 2025
Shares 663 Value ($000) $38 Avg Close — Range —