SPDR SER TR

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

Beaumont Financial Advisors, LLC's Holding History (CIK: 0001957394)

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

Q4 2025
Shares 5,297 Value ($000) $248 Avg Close — Range —
Q3 2025
Shares 5,389 Value ($000) $250 Avg Close — Range —
Q2 2025
Shares 5,477 Value ($000) $233 Avg Close — Range —
Q4 2024
Shares 4,725 Value ($000) $212 Avg Close — Range —
Q3 2024
Shares 6,479 Value ($000) $295 Avg Close — Range —
Q2 2024
Shares 5,959 Value ($000) $247 Avg Close — Range —
Q1 2024
Shares 6,321 Value ($000) $272 Avg Close — Range —
Q4 2023
Shares 6,875 Value ($000) $290 Avg Close — Range —
Q3 2023
Shares 6,219 Value ($000) $229 Avg Close — Range —
Q2 2023
Shares 6,219 Value ($000) $242 Avg Close — Range —