SPDR SER TR

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

Kovitz Investment Group Partners, LLC's Holding History (CIK: 0001665198)

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

Q3 2025
Shares 92,696 Value ($000) $9,688 Avg Close — Range —
Q2 2025
Shares 86,104 Value ($000) $8,207 Avg Close — Range —
Q1 2025
Shares 16,019 Value ($000) $1,288 Avg Close — Range —
Q4 2024
Shares 17,250 Value ($000) $1,516 Avg Close — Range —
Q3 2024
Shares 17,145 Value ($000) $1,407 Avg Close — Range —
Q2 2024
Shares 17,279 Value ($000) $1,385 Avg Close — Range —
Q1 2024
Shares 23,579 Value ($000) $1,725 Avg Close — Range —
Q4 2023
Shares 9,661 Value ($000) $629 Avg Close — Range —
Q3 2023
Shares 9,650 Value ($000) $572 Avg Close — Range —
Q2 2023
Shares 9,639 Value ($000) $588 Avg Close — Range —
Q1 2023
Shares 10,551 Value ($000) $1 Avg Close — Range —
Q4 2022
Shares 5,961 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 5,961 Value ($000) $299 Avg Close — Range —
Q2 2022
Shares 5,961 Value ($000) $312 Avg Close — Range —
Q1 2022
Shares 5,961 Value ($000) $395 Avg Close — Range —
Q4 2021
Shares 5,961 Value ($000) $330 Avg Close — Range —
Q3 2021
Shares 5,961 Value ($000) $382 Avg Close — Range —
Q2 2021
Shares 5,961 Value ($000) $375 Avg Close — Range —
Q1 2021
Shares 5,961 Value ($000) $336 Avg Close — Range —