SPDR SER TR

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

BIP Wealth, LLC's Holding History (CIK: 0001590214)

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

Q4 2025
Shares 224,019 Value ($000) $23,903 Avg Close — Range —
Q3 2025
Shares 179,674 Value ($000) $18,778 Avg Close — Range —
Q2 2025
Shares 151,763 Value ($000) $14,466 Avg Close — Range —
Q1 2025
Shares 117,705 Value ($000) $9,460 Avg Close — Range —
Q4 2024
Shares 43,172 Value ($000) $3,795 Avg Close — Range —
Q3 2024
Shares 31,888 Value ($000) $2,645 Avg Close — Range —
Q2 2024
Shares 30,105 Value ($000) $2,412 Avg Close — Range —
Q1 2024
Shares 30,686 Value ($000) $2,245 Avg Close — Range —
Q4 2023
Shares 28,373 Value ($000) $1,846 Avg Close — Range —
Q3 2023
Shares 27,024 Value ($000) $1,602 Avg Close — Range —
Q2 2023
Shares 28,309 Value ($000) $1,727 Avg Close — Range —
Q1 2023
Shares 30,619 Value ($000) $1,695 Avg Close — Range —