SPDR SER TR

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

MCDONALD PARTNERS LLC's Holding History (CIK: 0001331074)

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

Q4 2025
Shares 22,166 Value ($000) $2,365 Avg Close — Range —
Q3 2025
Shares 24,023 Value ($000) $2,511 Avg Close — Range —
Q2 2025
Shares 22,408 Value ($000) $2,137 Avg Close — Range —
Q1 2025
Shares 23,295 Value ($000) $1,873 Avg Close — Range —
Q4 2024
Shares 23,324 Value ($000) $2,050 Avg Close — Range —
Q3 2024
Shares 24,411 Value ($000) $2,025 Avg Close — Range —
Q2 2024
Shares 25,421 Value ($000) $2,037 Avg Close — Range —
Q1 2024
Shares 25,153 Value ($000) $1,840 Avg Close — Range —
Q4 2023
Shares 26,452 Value ($000) $1,721 Avg Close — Range —
Q3 2023
Shares 27,176 Value ($000) $1,611 Avg Close — Range —
Q2 2023
Shares 28,226 Value ($000) $1,722 Avg Close — Range —
Q1 2023
Shares 28,974 Value ($000) $1,604 Avg Close — Range —
Q4 2022
Shares 29,419 Value ($000) $1,491 Avg Close — Range —
Q3 2022
Shares 8,943 Value ($000) $448 Avg Close — Range —
Q2 2022
Shares 9,294 Value ($000) $486 Avg Close — Range —
Q1 2022
Shares 9,871 Value ($000) $654 Avg Close — Range —
Q4 2021
Shares 2,425 Value ($000) $175,719 Avg Close — Range —
Q3 2021
Shares 12,059 Value ($000) $772 Avg Close — Range —
Q2 2021
Shares 13,409 Value ($000) $844 Avg Close — Range —
Q1 2021
Shares 14,872 Value ($000) $839 Avg Close — Range —
Q4 2020
Shares 14,709 Value ($000) $813 Avg Close — Range —