SPDR SER TR

Ticker: SPYD CUSIP: 78468R788 Class: PRTFLO S&P500 HI

Selective Wealth Management, Inc.'s Holding History (CIK: 0001755670)

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

Q4 2025
Shares 16,776 Value ($000) $757 Avg Close — Range —
Q3 2025
Shares 17,195 Value ($000) $754 Avg Close — Range —
Q2 2025
Shares 18,340 Value ($000) $797 Avg Close — Range —
Q1 2025
Shares 18,426 Value ($000) $745 Avg Close — Range —
Q4 2024
Shares 18,415 Value ($000) $792 Avg Close — Range —
Q3 2024
Shares 19,004 Value ($000) $851 Avg Close — Range —
Q2 2024
Shares 18,997 Value ($000) $764 Avg Close — Range —
Q1 2024
Shares 18,379 Value ($000) $726 Avg Close — Range —
Q4 2023
Shares 15,102 Value ($000) $592 Avg Close — Range —
Q3 2023
Shares 15,096 Value ($000) $514 Avg Close — Range —
Q2 2023
Shares 17,675 Value ($000) $657 Avg Close — Range —
Q4 2022
Shares 17,850 Value ($000) $732 Avg Close — Range —
Q3 2022
Shares 35,936 Value ($000) $1,275 Avg Close — Range —
Q2 2022
Shares 38,875 Value ($000) $1,552 Avg Close — Range —
Q1 2022
Shares 29,591 Value ($000) $1,301 Avg Close — Range —