SPDR SER TR

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

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's Holding History (CIK: 0002056591)

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

Q3 2025
Shares 5,676 Value ($000) $263 Avg Close — Range —
Q2 2025
Shares 6,292 Value ($000) $268 Avg Close — Range —
Q1 2025
Shares 7,033 Value ($000) $287 Avg Close — Range —
Q4 2024
Shares 24,059 Value ($000) $1,081 Avg Close — Range —