SPDR SER TR

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

Marshall Financial Group LLC's Holding History (CIK: 0001841496)

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

Q4 2025
Shares 5,362 Value ($000) $355 Avg Close — Range —
Q3 2025
Shares 5,774 Value ($000) $367 Avg Close — Range —
Q2 2025
Shares 5,807 Value ($000) $341 Avg Close — Range —
Q1 2025
Shares 6,070 Value ($000) $325 Avg Close — Range —
Q4 2024
Shares 6,070 Value ($000) $343 Avg Close — Range —
Q3 2024
Shares 6,419 Value ($000) $358 Avg Close — Range —
Q2 2024
Shares 6,557 Value ($000) $348 Avg Close — Range —
Q1 2024
Shares 6,557 Value ($000) $332 Avg Close — Range —
Q4 2023
Shares 6,129 Value ($000) $283 Avg Close — Range —
Q3 2023
Shares 7,573 Value ($000) $314 Avg Close — Range —
Q2 2023
Shares 7,621 Value ($000) $328 Avg Close — Range —
Q1 2023
Shares 6,121 Value ($000) $241 Avg Close — Range —