SPDR SER TR

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

BAKER TILLY WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001840565)

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

Q4 2025
Shares 7,526 Value ($000) $353 Avg Close — Range —
Q3 2025
Shares 6,848 Value ($000) $317 Avg Close — Range —
Q2 2025
Shares 5,777 Value ($000) $246 Avg Close — Range —
Q1 2025
Shares 8,000 Value ($000) $326 Avg Close — Range —
Q4 2024
Shares 8,560 Value ($000) $385 Avg Close — Range —
Q3 2024
Shares 6,031 Value ($000) $274 Avg Close — Range —
Q2 2024
Shares 5,929 Value ($000) $246 Avg Close — Range —
Q1 2024
Shares 6,993 Value ($000) $301 Avg Close — Range —
Q4 2023
Shares 11,945 Value ($000) $504 Avg Close — Range —
Q2 2023
Shares 16,648 Value ($000) $647 Avg Close — Range —
Q1 2023
Shares 19,304 Value ($000) $729 Avg Close — Range —