SPDR SER TR

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

Stone Point Wealth LLC's Holding History (CIK: 0001908192)

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

Q4 2025
Shares 50,914 Value ($000) $2,386 Avg Close — Range —
Q3 2025
Shares 51,857 Value ($000) $2,402 Avg Close — Range —
Q2 2025
Shares 54,755 Value ($000) $2,333 Avg Close — Range —
Q1 2025
Shares 51,132 Value ($000) $2,084 Avg Close — Range —
Q4 2024
Shares 50,930 Value ($000) $2,288 Avg Close — Range —
Q3 2024
Shares 51,203 Value ($000) $2,330 Avg Close — Range —
Q2 2024
Shares 47,786 Value ($000) $1,985 Avg Close — Range —
Q1 2024
Shares 46,029 Value ($000) $1,981 Avg Close — Range —
Q4 2023
Shares 41,833 Value ($000) $1,765 Avg Close — Range —
Q3 2023
Shares 36,317 Value ($000) $1,340 Avg Close — Range —
Q2 2023
Shares 33,140 Value ($000) $1,287 Avg Close — Range —
Q1 2023
Shares 30,610 Value ($000) $1,156 Avg Close — Range —
Q4 2022
Shares 27,719 Value ($000) $1,025 Avg Close — Range —
Q3 2022
Shares 27,015 Value ($000) $921 Avg Close — Range —
Q2 2022
Shares 25,549 Value ($000) $919 Avg Close — Range —
Q1 2022
Shares 21,296 Value ($000) $903 Avg Close — Range —
Q4 2021
Shares 18,825 Value ($000) $838 Avg Close — Range —