SPDR SER TR

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

Zhang Financial LLC's Holding History (CIK: 0001776290)

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

Q4 2025
Shares 5,491 Value ($000) $363 Avg Close — Range —
Q3 2025
Shares 5,489 Value ($000) $349 Avg Close — Range —
Q2 2025
Shares 5,487 Value ($000) $321 Avg Close — Range —
Q1 2025
Shares 4,744 Value ($000) $254 Avg Close — Range —
Q4 2024
Shares 4,744 Value ($000) $268 Avg Close — Range —
Q3 2024
Shares 4,744 Value ($000) $265 Avg Close — Range —
Q2 2024
Shares 4,744 Value ($000) $252 Avg Close — Range —
Q1 2024
Shares 4,544 Value ($000) $230 Avg Close — Range —