SPDR SER TR

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

Milestone Investment Advisors LLC's Holding History (CIK: 0001967018)

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

Q4 2025
Shares 1,017 Value ($000) $67 Avg Close — Range —
Q3 2025
Shares 820 Value ($000) $52 Avg Close — Range —
Q2 2025
Shares 817 Value ($000) $48 Avg Close — Range —
Q1 2025
Shares 815 Value ($000) $44 Avg Close — Range —
Q4 2024
Shares 812 Value ($000) $46 Avg Close — Range —