SPDR SER TR

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

Cyndeo Wealth Partners, LLC's Holding History (CIK: 0001950947)

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

Q4 2025
Shares 61,017 Value ($000) $2,859 Avg Close — Range —
Q3 2025
Shares 74,295 Value ($000) $3,441 Avg Close — Range —
Q2 2025
Shares 74,467 Value ($000) $3,172 Avg Close — Range —
Q1 2025
Shares 75,450 Value ($000) $3,075 Avg Close — Range —
Q4 2024
Shares 39,223 Value ($000) $1,762 Avg Close — Range —
Q3 2024
Shares 36,444 Value ($000) $1,659 Avg Close — Range —
Q2 2024
Shares 36,443 Value ($000) $1,513 Avg Close — Range —
Q1 2024
Shares 39,667 Value ($000) $1,707 Avg Close — Range —
Q4 2023
Shares 40,496 Value ($000) $1,708 Avg Close — Range —
Q3 2023
Shares 40,540 Value ($000) $1,496 Avg Close — Range —
Q2 2023
Shares 39,016 Value ($000) $1,515 Avg Close — Range —