SPDR SER TR

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

Gradient Investments LLC's Holding History (CIK: 0001542265)

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

Q4 2025
Shares 56,992 Value ($000) $3,770 Avg Close — Range —
Q3 2025
Shares 54,214 Value ($000) $3,447 Avg Close — Range —
Q2 2025
Shares 54,960 Value ($000) $3,218 Avg Close — Range —
Q1 2025
Shares 66,213 Value ($000) $3,542 Avg Close — Range —
Q4 2024
Shares 69,526 Value ($000) $3,927 Avg Close — Range —
Q3 2024
Shares 69,458 Value ($000) $3,873 Avg Close — Range —
Q2 2024
Shares 70,538 Value ($000) $3,746 Avg Close — Range —
Q1 2024
Shares 69,874 Value ($000) $3,538 Avg Close — Range —
Q4 2023
Shares 68,318 Value ($000) $3,156 Avg Close — Range —
Q3 2023
Shares 69,817 Value ($000) $2,897 Avg Close — Range —
Q2 2023
Shares 70,968 Value ($000) $3,055 Avg Close — Range —
Q1 2023
Shares 77,490 Value ($000) $3,055 Avg Close — Range —
Q4 2022
Shares 86,596 Value ($000) $3,175 Avg Close — Range —
Q3 2022
Shares 107,340 Value ($000) $3,654 Avg Close — Range —