SPDR SER TR

Ticker: EFIV CUSIP: 78468R531 Class: S&P 500 ESG ETF

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025
Shares 25,190 Value ($000) $1,666 Avg Close — Range —
Q4 2024
Shares 4,670 Value ($000) $264 Avg Close — Range —
Q3 2024
Shares 8,383 Value ($000) $467 Avg Close — Range —
Q2 2024
Shares 8,382 Value ($000) $445 Avg Close — Range —
Q1 2024
Shares 12,464 Value ($000) $631 Avg Close — Range —
Q4 2023
Shares 28,484 Value ($000) $1,316 Avg Close — Range —
Q3 2023
Shares 32,396 Value ($000) $1,344 Avg Close — Range —