SPDR SER TR

Ticker: SPYM CUSIP: 78464A854 Class: ETF

Stone Point Wealth LLC's Holding History (CIK: 0001908192)

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

Q4 2025
Shares 156,733 Value ($000) $12,573 Avg Close — Range —
Q3 2025
Shares 85,755 Value ($000) $6,718 Avg Close — Range —
Q2 2025
Shares 23,255 Value ($000) $1,690 Avg Close — Range —
Q1 2025
Shares 24,509 Value ($000) $1,612 Avg Close — Range —
Q4 2024
Shares 26,453 Value ($000) $1,824 Avg Close — Range —
Q3 2024
Shares 26,956 Value ($000) $1,820 Avg Close — Range —
Q2 2024
Shares 26,982 Value ($000) $1,727 Avg Close — Range —
Q1 2024
Shares 27,032 Value ($000) $1,663 Avg Close — Range —
Q4 2023
Shares 28,608 Value ($000) $1,599 Avg Close — Range —
Q3 2023
Shares 29,085 Value ($000) $1,462 Avg Close — Range —
Q2 2023
Shares 30,081 Value ($000) $1,568 Avg Close — Range —
Q1 2023
Shares 30,077 Value ($000) $1,448 Avg Close — Range —
Q4 2022
Shares 31,122 Value ($000) $1,400 Avg Close — Range —
Q3 2022
Shares 30,296 Value ($000) $1,272 Avg Close — Range —
Q2 2022
Shares 30,296 Value ($000) $1,343 Avg Close — Range —
Q1 2022
Shares 34,686 Value ($000) $1,846 Avg Close — Range —
Q4 2021
Shares 35,403 Value ($000) $1,975 Avg Close — Range —