SPDR SER TR

Ticker: SPYM CUSIP: 78464A854 Class: ETF

Forthright Family Wealth Advisory LLC's Holding History (CIK: 0002008648)

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

Q4 2025
Shares 209,322 Value ($000) $16,792 Avg Close — Range —
Q3 2025
Shares 207,274 Value ($000) $16,238 Avg Close — Range —
Q2 2025
Shares 336,260 Value ($000) $24,443 Avg Close — Range —
Q1 2025
Shares 336,947 Value ($000) $22,158 Avg Close — Range —
Q4 2024
Shares 330,431 Value ($000) $22,780 Avg Close — Range —
Q3 2024
Shares 362,265 Value ($000) $25,909 Avg Close — Range —
Q2 2024
Shares 694,925 Value ($000) $44,475 Avg Close — Range —
Q1 2024
Shares 708,568 Value ($000) $43,598 Avg Close — Range —
Q4 2023
Shares 676,127 Value ($000) $37,795 Avg Close — Range —