SPDR SER TR

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

Modera Wealth Management, LLC's Holding History (CIK: 0001542143)

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

Q4 2025
Shares 41,930 Value ($000) $4,474 Avg Close — Range —
Q3 2025
Shares 42,754 Value ($000) $4,468 Avg Close — Range —
Q2 2025
Shares 43,875 Value ($000) $4,182 Avg Close — Range —
Q1 2025
Shares 44,095 Value ($000) $3,544 Avg Close — Range —
Q4 2024
Shares 44,709 Value ($000) $3,930 Avg Close — Range —
Q3 2024
Shares 45,959 Value ($000) $3,812 Avg Close — Range —
Q2 2024
Shares 47,149 Value ($000) $3,778 Avg Close — Range —
Q1 2024
Shares 47,694 Value ($000) $3,489 Avg Close — Range —
Q4 2023
Shares 51,388 Value ($000) $3,343 Avg Close — Range —
Q3 2023
Shares 51,861 Value ($000) $3,074 Avg Close — Range —
Q2 2023
Shares 57,311 Value ($000) $3,497 Avg Close — Range —
Q1 2023
Shares 16,256 Value ($000) $900 Avg Close — Range —
Q4 2022
Shares 15,991 Value ($000) $810 Avg Close — Range —
Q3 2022
Shares 20,959 Value ($000) $1,050 Avg Close — Range —
Q2 2022
Shares 24,083 Value ($000) $1,259 Avg Close — Range —
Q1 2022
Shares 25,490 Value ($000) $1,688 Avg Close — Range —
Q4 2021
Shares 27,974 Value ($000) $2,027 Avg Close — Range —