SPDR SER TR

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

Orgel Wealth Management, LLC's Holding History (CIK: 0001658535)

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

Q4 2025
Shares 3,690,972 Value ($000) $393,827 Avg Close — Range —
Q3 2025
Shares 3,828,393 Value ($000) $400,105 Avg Close — Range —
Q2 2025
Shares 3,895,752 Value ($000) $371,343 Avg Close — Range —
Q1 2025
Shares 3,692,948 Value ($000) $296,802 Avg Close — Range —
Q4 2024
Shares 3,309,979 Value ($000) $290,947 Avg Close — Range —
Q3 2024
Shares 2,765,768 Value ($000) $229,393 Avg Close — Range —
Q2 2024
Shares 2,753,481 Value ($000) $220,636 Avg Close — Range —
Q1 2024
Shares 2,824,671 Value ($000) $206,625 Avg Close — Range —
Q4 2023
Shares 2,901,613 Value ($000) $188,779 Avg Close — Range —
Q3 2023
Shares 2,992,939 Value ($000) $177,421 Avg Close — Range —
Q2 2023
Shares 3,069,563 Value ($000) $187,274 Avg Close — Range —
Q1 2023
Shares 2,079,831 Value ($000) $115,139 Avg Close — Range —
Q4 2022
Shares 1,965,750 Value ($000) $99,605 Avg Close — Range —
Q3 2022
Shares 764,127 Value ($000) $38,283 Avg Close — Range —
Q2 2022
Shares 1,749,347 Value ($000) $91,456 Avg Close — Range —