SPDR SER TR

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

B. Riley Wealth Advisors, Inc.'s Holding History (CIK: 0001464811)

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

Q4 2025
Shares 27,414 Value ($000) $2,925 Avg Close — Range —
Q3 2025
Shares 28,989 Value ($000) $3,030 Avg Close — Range —
Q2 2025
Shares 25,580 Value ($000) $2,438 Avg Close — Range —
Q4 2024
Shares 130,302 Value ($000) $11,454 Avg Close — Range —
Q3 2024
Shares 36,026 Value ($000) $2,967 Avg Close — Range —
Q2 2024
Shares 113,177 Value ($000) $9,069 Avg Close — Range —
Q1 2024
Shares 134,658 Value ($000) $7,983 Avg Close — Range —
Q4 2023
Shares 56,547 Value ($000) $3,679 Avg Close — Range —
Q3 2023
Shares 134,658 Value ($000) $7,983 Avg Close — Range —
Q2 2023
Shares 14,971 Value ($000) $913 Avg Close — Range —
Q1 2023
Shares 12,687 Value ($000) $702 Avg Close — Range —
Q4 2022
Shares 9,231 Value ($000) $468 Avg Close — Range —
Q3 2022
Shares 8,028 Value ($000) $403 Avg Close — Range —
Q2 2022
Shares 7,501 Value ($000) $393 Avg Close — Range —
Q1 2022
Shares 5,997 Value ($000) $398 Avg Close — Range —
Q4 2021
Shares 154,609 Value ($000) $11,205 Avg Close — Range —
Q3 2021
Shares 118,650 Value ($000) $7,597 Avg Close — Range —
Q2 2021
Shares 130,465 Value ($000) $8,216 Avg Close — Range —
Q3 2020
Shares 128,452 Value ($000) $6,438 Avg Close — Range —
Q2 2020
Shares 120,749 Value ($000) $5,425 Avg Close — Range —
Q1 2020
Shares 154,911 Value ($000) $5,538 Avg Close — Range —
Q2 2019
Shares 133,572 Value ($000) $5,174 Avg Close — Range —
Q1 2019
Shares 68,524 Value ($000) $2,551 Avg Close — Range —
Q3 2018
Shares 53,993 Value ($000) $2,066 Avg Close — Range —
Q2 2018
Shares 16,981 Value ($000) $598 Avg Close — Range —
Q4 2014
Shares 100 Value ($000) $10 Avg Close — Range —
Q2 2014
Shares 300 Value ($000) $27,273 Avg Close — Range —