SPDR SER TR

Ticker: SPSM CUSIP: 78468R853 Class: PORTFOLIO S&P600

Whitegate Investment Counselors, Inc.'s Holding History (CIK: 0001667102)

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

Q4 2025
Shares 5,155 Value ($000) $242 Avg Close — Range —
Q3 2025
Shares 5,155 Value ($000) $239 Avg Close — Range —
Q2 2025
Shares 5,155 Value ($000) $220 Avg Close — Range —
Q1 2025
Shares 5,258 Value ($000) $214 Avg Close — Range —
Q4 2024
Shares 9,688 Value ($000) $435 Avg Close — Range —
Q3 2024
Shares 9,688 Value ($000) $441 Avg Close — Range —
Q2 2024
Shares 10,542 Value ($000) $438 Avg Close — Range —
Q1 2024
Shares 14,549 Value ($000) $626 Avg Close — Range —
Q4 2023
Shares 14,393 Value ($000) $607 Avg Close — Range —
Q3 2023
Shares 15,926 Value ($000) $588 Avg Close — Range —
Q2 2023
Shares 15,921 Value ($000) $618 Avg Close — Range —