SPDR SER TR

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

YHB Investment Advisors, Inc.'s Holding History (CIK: 0001469219)

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

Q4 2025
Shares 50,255 Value ($000) $5,362 Avg Close — Range —
Q3 2025
Shares 47,467 Value ($000) $4,960 Avg Close — Range —
Q2 2025
Shares 47,481 Value ($000) $4,525 Avg Close — Range —
Q1 2025
Shares 45,670 Value ($000) $3,670 Avg Close — Range —
Q4 2024
Shares 42,613 Value ($000) $3,747 Avg Close — Range —
Q3 2024
Shares 36,656 Value ($000) $3,040 Avg Close — Range —
Q2 2024
Shares 35,452 Value ($000) $2,841 Avg Close — Range —
Q1 2024
Shares 34,246 Value ($000) $2,505 Avg Close — Range —
Q4 2023
Shares 35,960 Value ($000) $2,340 Avg Close — Range —
Q3 2023
Shares 37,121 Value ($000) $2,201 Avg Close — Range —
Q2 2023
Shares 35,995 Value ($000) $2,196 Avg Close — Range —
Q1 2023
Shares 37,538 Value ($000) $2,078 Avg Close — Range —
Q4 2022
Shares 38,253 Value ($000) $1,938 Avg Close — Range —
Q3 2022
Shares 37,878 Value ($000) $1,898 Avg Close — Range —
Q2 2022
Shares 36,743 Value ($000) $1,921 Avg Close — Range —
Q1 2022
Shares 37,762 Value ($000) $2,500 Avg Close — Range —
Q4 2021
Shares 35,179 Value ($000) $2,549 Avg Close — Range —
Q3 2021
Shares 30,488 Value ($000) $1,952 Avg Close — Range —
Q2 2021
Shares 28,780 Value ($000) $1,812 Avg Close — Range —
Q1 2021
Shares 27,664 Value ($000) $1,677 Avg Close — Range —
Q4 2020
Shares 26,230 Value ($000) $1,450 Avg Close — Range —
Q3 2020
Shares 25,048 Value ($000) $1,255 Avg Close — Range —