SPDR SER TR

Ticker: SPYM CUSIP: 78464A854 Class: ETF

Upper Left Wealth Management, LLC's Holding History (CIK: 0001911228)

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

Q4 2025
Shares 120,443 Value ($000) $9,662 Avg Close Range
Q3 2025
Shares 112,079 Value ($000) $8,780 Avg Close Range
Q2 2025
Shares 106,828 Value ($000) $7,765 Avg Close Range
Q1 2025
Shares 94,393 Value ($000) $6,207 Avg Close Range
Q4 2024
Shares 76,133 Value ($000) $5,249 Avg Close Range
Q3 2024
Shares 71,799 Value ($000) $4,759 Avg Close Range
Q2 2024
Shares 70,866 Value ($000) $4,535 Avg Close Range
Q1 2024
Shares 70,308 Value ($000) $4,326 Avg Close Range
Q4 2023
Shares 70,734 Value ($000) $3,954 Avg Close Range
Q3 2023
Shares 73,375 Value ($000) $3,688 Avg Close Range
Q2 2023
Shares 52,727 Value ($000) $2,748 Avg Close Range
Q1 2023
Shares 51,948 Value ($000) $2,501 Avg Close Range
Q4 2022
Shares 51,901 Value ($000) $2,335 Avg Close Range
Q3 2022
Shares 7,117 Value ($000) $2,600 Avg Close Range
Q2 2022
Shares 7,685 Value ($000) $2,899 Avg Close Range
Q1 2022
Shares 7,151 Value ($000) $3,239 Avg Close Range
Q4 2021
Shares 44,464 Value ($000) $2,491 Avg Close Range