SPDR SER TR

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

RETIREMENT CAPITAL STRATEGIES's Holding History (CIK: 0001672681)

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

Q4 2025
Shares 158,859 Value ($000) $10,509 Avg Close — Range —
Q3 2025
Shares 168,342 Value ($000) $10,705 Avg Close — Range —
Q2 2025
Shares 175,631 Value ($000) $10,283 Avg Close — Range —
Q1 2025
Shares 208,033 Value ($000) $11,130 Avg Close — Range —
Q4 2024
Shares 212,217 Value ($000) $11,986 Avg Close — Range —
Q3 2024
Shares 685,255 Value ($000) $38,210 Avg Close — Range —
Q2 2024
Shares 697,951 Value ($000) $37,061 Avg Close — Range —
Q1 2024
Shares 140,697 Value ($000) $7,125 Avg Close — Range —
Q4 2023
Shares 710,516 Value ($000) $32,826 Avg Close — Range —
Q3 2023
Shares 123,255 Value ($000) $5,114 Avg Close — Range —
Q2 2023
Shares 173,230 Value ($000) $7,458 Avg Close — Range —
Q4 2022
Shares 95,319 Value ($000) $3,494 Avg Close — Range —
Q1 2022
Shares 70,575 Value ($000) $2,958 Avg Close — Range —
Q4 2021
Shares 41,129 Value ($000) $1,863 Avg Close — Range —
Q3 2021
Shares 41,182 Value ($000) $1,661 Avg Close — Range —