SPDR SER TR

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

Legend Financial Advisors, Inc.'s Holding History (CIK: 0001781948)

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

Q4 2025
Shares 53,300 Value ($000) $2,498 Avg Close — Range —
Q3 2025
Shares 45,359 Value ($000) $2,101 Avg Close — Range —
Q2 2025
Shares 44,433 Value ($000) $1,893 Avg Close — Range —
Q1 2025
Shares 52,353 Value ($000) $2,134 Avg Close — Range —
Q4 2024
Shares 85,131 Value ($000) $3,824 Avg Close — Range —
Q3 2024
Shares 86,960 Value ($000) $3,958 Avg Close — Range —
Q2 2024
Shares 87,387 Value ($000) $3,629 Avg Close — Range —
Q1 2024
Shares 84,419 Value ($000) $3,633 Avg Close — Range —
Q4 2023
Shares 81,624 Value ($000) $3,443 Avg Close — Range —
Q3 2023
Shares 80,920 Value ($000) $2,986 Avg Close — Range —
Q2 2023
Shares 80,664 Value ($000) $3,133 Avg Close — Range —
Q1 2023
Shares 80,562 Value ($000) $3,043 Avg Close — Range —
Q4 2022
Shares 78,449 Value ($000) $2,900 Avg Close — Range —
Q4 2019
Shares 50,712 Value ($000) $1,655 Avg Close — Range —
Q3 2019
Shares 50,707 Value ($000) $1,521 Avg Close — Range —
Q2 2019
Shares 48,363 Value ($000) $1,553 Avg Close — Range —
Q1 2019
Shares 47,697 Value ($000) $1,442 Avg Close — Range —
Q4 2018
Shares 46,013 Value ($000) $1,218 Avg Close — Range —