SPDR S&P MIDCAP 400 ETF TR

Ticker: MDY CUSIP: 78467Y107 Class: Exchange Traded Fund

Wellspring Financial Advisors, LLC's Holding History (CIK: 0001811308)

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

Q4 2025
Shares 18,484 Value ($000) $11,153 Avg Close — Range —
Q3 2025
Shares 18,998 Value ($000) $11,323 Avg Close — Range —
Q2 2025
Shares 19,714 Value ($000) $11,167 Avg Close — Range —
Q1 2025
Shares 22,850 Value ($000) $12,190 Avg Close — Range —
Q4 2024
Shares 24,317 Value ($000) $13,851 Avg Close — Range —
Q3 2024
Shares 24,909 Value ($000) $14,190 Avg Close — Range —
Q2 2024
Shares 25,690 Value ($000) $13,746 Avg Close — Range —
Q1 2024
Shares 26,500 Value ($000) $14,744 Avg Close — Range —
Q4 2023
Shares 28,254 Value ($000) $14,335 Avg Close — Range —
Q3 2023
Shares 28,698 Value ($000) $13,105 Avg Close — Range —
Q2 2023
Shares 28,833 Value ($000) $13,808 Avg Close — Range —
Q1 2023
Shares 30,281 Value ($000) $13,881 Avg Close — Range —
Q4 2022
Shares 31,128 Value ($000) $13,783 Avg Close — Range —
Q3 2022
Shares 30,780 Value ($000) $12,363 Avg Close — Range —
Q2 2022
Shares 32,010 Value ($000) $13,238 Avg Close — Range —
Q1 2022
Shares 39,610 Value ($000) $19,427 Avg Close — Range —
Q4 2021
Shares 46,109 Value ($000) $23,869 Avg Close — Range —
Q3 2021
Shares 46,168 Value ($000) $22,201 Avg Close — Range —
Q2 2021
Shares 47,934 Value ($000) $23,536 Avg Close — Range —
Q1 2021
Shares 60,012 Value ($000) $15,776 Avg Close — Range —
Q4 2020
Shares 50,155 Value ($000) $21,061 Avg Close — Range —
Q3 2020
Shares 54,413 Value ($000) $18,437 Avg Close — Range —
Q2 2020
Shares 57,401 Value ($000) $18,626 Avg Close — Range —
Q1 2020
Shares 60,012 Value ($000) $15,776 Avg Close — Range —