SPDR SER TR

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

JOURNEY STRATEGIC WEALTH LLC's Holding History (CIK: 0001909316)

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

Q1 2025
Shares 5,068 Value ($000) $271 Avg Close — Range —
Q4 2024
Shares 4,993 Value ($000) $282 Avg Close — Range —
Q3 2024
Shares 4,993 Value ($000) $278 Avg Close — Range —
Q2 2024
Shares 6,022 Value ($000) $320 Avg Close — Range —
Q1 2024
Shares 6,031 Value ($000) $305 Avg Close — Range —
Q4 2023
Shares 9,134 Value ($000) $422 Avg Close — Range —
Q3 2023
Shares 9,347 Value ($000) $388 Avg Close — Range —
Q2 2023
Shares 8,921 Value ($000) $384 Avg Close — Range —
Q1 2023
Shares 8,777 Value ($000) $346 Avg Close — Range —
Q4 2022
Shares 7,282 Value ($000) $267 Avg Close — Range —