SPDR S&P MIDCAP 400 ETF TR

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

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC's Holding History (CIK: 0002011649)

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

Q4 2025
Shares 1,537 Value ($000) $1,007 Avg Close — Range —
Q3 2025
Shares 1,537 Value ($000) $914 Avg Close — Range —
Q2 2025
Shares 1,537 Value ($000) $871 Avg Close — Range —
Q1 2025
Shares 1,537 Value ($000) $820 Avg Close — Range —
Q4 2024
Shares 1,537 Value ($000) $875 Avg Close — Range —
Q3 2024
Shares 1,537 Value ($000) $876 Avg Close — Range —
Q2 2024
Shares 1,537 Value ($000) $822 Avg Close — Range —
Q1 2024
Shares 1,552 Value ($000) $864 Avg Close — Range —
Q4 2023
Shares 1,515 Value ($000) $769 Avg Close — Range —