SPDR SER TR

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

AllGen Financial Advisors, Inc.'s Holding History (CIK: 0001964809)

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

Q4 2023
Shares 109,211 Value ($000) $4,607 Avg Close — Range —
Q3 2023
Shares 108,178 Value ($000) $3,992 Avg Close — Range —
Q2 2023
Shares 106,266 Value ($000) $4,127 Avg Close — Range —
Q1 2023
Shares 99,553 Value ($000) $3,760 Avg Close — Range —
Q4 2022
Shares 94,587 Value ($000) $3,497 Avg Close — Range —