SPDR SER TR

Ticker: SPYG CUSIP: 78464A409 Class: PRTFLO S&P500 GW

WEALTH MANAGEMENT RESOURCES, INC.'s Holding History (CIK: 0001063516)

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

Q4 2025
Shares 214,368 Value ($000) $22,873 Avg Close — Range —
Q3 2025
Shares 306,114 Value ($000) $31,992 Avg Close — Range —
Q2 2025
Shares 302,359 Value ($000) $28,821 Avg Close — Range —
Q1 2025
Shares 300,392 Value ($000) $24,143 Avg Close — Range —
Q4 2024
Shares 298,239 Value ($000) $26,215 Avg Close — Range —
Q3 2024
Shares 231,244 Value ($000) $19,183 Avg Close — Range —
Q2 2024
Shares 219,541 Value ($000) $17,592 Avg Close — Range —
Q1 2024
Shares 225,547 Value ($000) $16,499 Avg Close — Range —
Q4 2023
Shares 219,397 Value ($000) $14,274 Avg Close — Range —
Q3 2023
Shares 167,217 Value ($000) $9,913 Avg Close — Range —
Q2 2023
Shares 224,410 Value ($000) $15,677 Avg Close — Range —
Q1 2023
Shares 206,604 Value ($000) $11,438 Avg Close — Range —
Q4 2022
Shares 201,234 Value ($000) $10,197 Avg Close — Range —
Q3 2022
Shares 190,552 Value ($000) $10,045 Avg Close — Range —
Q2 2022
Shares 185,276 Value ($000) $9,686 Avg Close — Range —
Q1 2022
Shares 196,028 Value ($000) $12,979 Avg Close — Range —
Q4 2021
Shares 190,446 Value ($000) $13,802 Avg Close — Range —