SPDR SER TR

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

Rooted Wealth Advisors, Inc.'s Holding History (CIK: 0001963732)

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

Q1 2024
Shares 4,777 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 5,952 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 7,438 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 53,959 Value ($000) $2 Avg Close — Range —
Q4 2022
Shares 89,073 Value ($000) $3 Avg Close — Range —