SPDR SER TR

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

Heartwood Wealth Advisors LLC's Holding History (CIK: 0001794935)

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

Q3 2025
Shares 3,373 Value ($000) $156 Avg Close — Range —
Q4 2022
Shares 18,261 Value ($000) $675 Avg Close — Range —