SPDR SER TR

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

Ellenbecker Investment Group's Holding History (CIK: 0001731497)

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

Q4 2025
Shares 11,738 Value ($000) $776 Avg Close — Range —
Q3 2025
Shares 8,967 Value ($000) $570 Avg Close — Range —
Q2 2025
Shares 4,115 Value ($000) $241 Avg Close — Range —
Q1 2025
Shares 3,966 Value ($000) $212 Avg Close — Range —