SPDR SER TR

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

Sharkey, Howes & Javer's Holding History (CIK: 0001642246)

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

Q4 2025
Shares 7,005 Value ($000) $747 Avg Close — Range —
Q3 2025
Shares 10,787 Value ($000) $1,127 Avg Close — Range —
Q2 2025
Shares 36,446 Value ($000) $3,474 Avg Close — Range —
Q1 2025
Shares 57,968 Value ($000) $4,659 Avg Close — Range —
Q4 2024
Shares 61,721 Value ($000) $5,425 Avg Close — Range —
Q3 2024
Shares 48,630 Value ($000) $4,033 Avg Close — Range —
Q2 2024
Shares 51,064 Value ($000) $4,092 Avg Close — Range —
Q1 2024
Shares 31,738 Value ($000) $2,322 Avg Close — Range —
Q4 2023
Shares 9,629 Value ($000) $626 Avg Close — Range —
Q3 2023
Shares 8,448 Value ($000) $501 Avg Close — Range —