SPDR SER TR

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

Essex Financial Services, Inc.'s Holding History (CIK: 0001315785)

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

Q4 2025
Shares 9,632 Value ($000) $1,028 Avg Close — Range —
Q3 2025
Shares 10,704 Value ($000) $1,119 Avg Close — Range —
Q2 2025
Shares 10,716 Value ($000) $1,021 Avg Close — Range —
Q1 2025
Shares 9,440 Value ($000) $759 Avg Close — Range —
Q4 2024
Shares 9,326 Value ($000) $820 Avg Close — Range —
Q3 2024
Shares 9,743 Value ($000) $827 Avg Close — Range —
Q2 2024
Shares 10,345 Value ($000) $783 Avg Close — Range —
Q1 2024
Shares 7,308 Value ($000) $535 Avg Close — Range —
Q4 2023
Shares 8,361 Value ($000) $544 Avg Close — Range —
Q3 2023
Shares 8,422 Value ($000) $499 Avg Close — Range —
Q2 2023
Shares 8,420 Value ($000) $514 Avg Close — Range —
Q1 2023
Shares 8,530 Value ($000) $472 Avg Close — Range —
Q4 2022
Shares 8,678 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 7,719 Value ($000) $387 Avg Close — Range —
Q2 2022
Shares 7,608 Value ($000) $398 Avg Close — Range —
Q1 2022
Shares 7,930 Value ($000) $525 Avg Close — Range —
Q4 2021
Shares 9,731 Value ($000) $705 Avg Close — Range —
Q3 2021
Shares 10,071 Value ($000) $645 Avg Close — Range —
Q2 2021
Shares 10,988 Value ($000) $620 Avg Close — Range —
Q1 2021
Shares 10,988 Value ($000) $620 Avg Close — Range —
Q4 2020
Shares 4,167 Value ($000) $230 Avg Close — Range —
Q3 2020
Shares 9,779 Value ($000) $490 Avg Close — Range —