SPDR SER TR

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

Sage Financial Management Group, Inc.'s Holding History (CIK: 0001762086)

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

Q4 2025
Shares 74,258 Value ($000) $3,480 Avg Close — Range —
Q3 2025
Shares 69,435 Value ($000) $3,216 Avg Close — Range —
Q2 2025
Shares 69,010 Value ($000) $3 Avg Close — Range —
Q1 2025
Shares 78,055 Value ($000) $3 Avg Close — Range —
Q4 2024
Shares 79,249 Value ($000) $4 Avg Close — Range —
Q3 2024
Shares 75,871 Value ($000) $3 Avg Close — Range —
Q2 2024
Shares 73,015 Value ($000) $3 Avg Close — Range —
Q1 2024
Shares 66,272 Value ($000) $3 Avg Close — Range —
Q4 2023
Shares 60,065 Value ($000) $3 Avg Close — Range —
Q3 2023
Shares 55,366 Value ($000) $2 Avg Close — Range —
Q2 2023
Shares 51,781 Value ($000) $2 Avg Close — Range —