SPDR SER TR

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

RKL Wealth Management LLC's Holding History (CIK: 0001604723)

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

Q4 2025
Shares 34,360 Value ($000) $3,666 Avg Close — Range —
Q3 2025
Shares 33,725 Value ($000) $3,525 Avg Close — Range —
Q2 2025
Shares 36,258 Value ($000) $3,456 Avg Close — Range —
Q1 2025
Shares 35,943 Value ($000) $2,889 Avg Close — Range —
Q4 2024
Shares 29,412 Value ($000) $2,585 Avg Close — Range —
Q3 2024
Shares 13,262 Value ($000) $1,100 Avg Close — Range —