SPDR SER TR

Ticker: SPYM CUSIP: 78464A854 Class: ETF

Bull Oak Capital, LLC's Holding History (CIK: 0001824263)

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

Q4 2025
Shares 118,301 Value ($000) $9,490 Avg Close — Range —
Q3 2025
Shares 121,317 Value ($000) $9,504 Avg Close — Range —
Q2 2025
Shares 122,477 Value ($000) $8,903 Avg Close — Range —
Q1 2025
Shares 128,692 Value ($000) $8,463 Avg Close — Range —
Q4 2024
Shares 137,134 Value ($000) $9,454 Avg Close — Range —
Q3 2024
Shares 149,122 Value ($000) $10,067 Avg Close — Range —
Q2 2024
Shares 156,043 Value ($000) $9,987 Avg Close — Range —
Q1 2024
Shares 177,346 Value ($000) $10,912 Avg Close — Range —
Q4 2023
Shares 401 Value ($000) $22 Avg Close — Range —
Q3 2023
Shares 335,125 Value ($000) $16,843 Avg Close — Range —
Q4 2022
Shares 639,120 Value ($000) $28,748 Avg Close — Range —
Q3 2022
Shares 427,341 Value ($000) $17,944 Avg Close — Range —
Q2 2022
Shares 354,282 Value ($000) $15,709 Avg Close — Range —
Q1 2022
Shares 345,177 Value ($000) $18,339 Avg Close — Range —
Q4 2021
Shares 266,837 Value ($000) $14,898 Avg Close — Range —