SPDR SER TR

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

BELLEVUE ASSET MANAGEMENT, LLC's Holding History (CIK: 0001801619)

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

Q4 2025
Shares 1,108 Value ($000) $48 Avg Close — Range —
Q3 2025
Shares 1,094 Value ($000) $48 Avg Close — Range —
Q2 2025
Shares 982 Value ($000) $42 Avg Close — Range —
Q1 2025
Shares 971 Value ($000) $43 Avg Close — Range —
Q4 2024
Shares 961 Value ($000) $42 Avg Close — Range —