SPDR SER TR

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

AGH Wealth Advisors, LLC's Holding History (CIK: 0002061010)

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

Q4 2025
Shares 26,380 Value ($000) $1,237 Avg Close — Range —
Q3 2025
Shares 26,117 Value ($000) $1,210 Avg Close — Range —
Q2 2025
Shares 24,127 Value ($000) $1,029 Avg Close — Range —
Q1 2025
Shares 23,972 Value ($000) $978 Avg Close — Range —
Q4 2024
Shares 24,688 Value ($000) $1,109 Avg Close — Range —