SPDR SER TR

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

Wells Financial Advisors INC's Holding History (CIK: 0001844454)

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

Q4 2025
Shares 2,610 Value ($000) $173 Avg Close — Range —
Q3 2025
Shares 2,610 Value ($000) $166 Avg Close — Range —
Q2 2025
Shares 2,610 Value ($000) $153 Avg Close — Range —
Q1 2025
Shares 2,610 Value ($000) $140 Avg Close — Range —
Q4 2024
Shares 2,560 Value ($000) $145 Avg Close — Range —
Q3 2024
Shares 2,560 Value ($000) $143 Avg Close — Range —
Q2 2024
Shares 3,398 Value ($000) $180 Avg Close — Range —
Q1 2024
Shares 3,398 Value ($000) $172 Avg Close — Range —
Q4 2023
Shares 2,538 Value ($000) $117 Avg Close — Range —
Q3 2023
Shares 2,538 Value ($000) $105 Avg Close — Range —
Q2 2023
Shares 2,538 Value ($000) $109 Avg Close — Range —