SPDR SER TR

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

Independent Advisor Alliance's Holding History (CIK: 0001696899)

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

Q4 2025
Shares 26,913 Value ($000) $2,872 Avg Close — Range —
Q3 2025
Shares 26,588 Value ($000) $2,779 Avg Close — Range —
Q2 2025
Shares 24,316 Value ($000) $2,318 Avg Close — Range —
Q1 2025
Shares 18,779 Value ($000) $1,509 Avg Close — Range —
Q4 2024
Shares 1,598,110 Value ($000) $140,474 Avg Close — Range —
Q3 2024
Shares 22,019 Value ($000) $1,826 Avg Close — Range —
Q2 2024
Shares 24,281 Value ($000) $1,946 Avg Close — Range —
Q1 2024
Shares 21,854 Value ($000) $1,599 Avg Close — Range —
Q4 2023
Shares 10,288 Value ($000) $669 Avg Close — Range —
Q3 2023
Shares 6,237 Value ($000) $370 Avg Close — Range —
Q2 2023
Shares 5,139 Value ($000) $314 Avg Close — Range —
Q1 2023
Shares 5,130 Value ($000) $284 Avg Close — Range —
Q4 2022
Shares 5,120 Value ($000) $259 Avg Close — Range —
Q1 2020
Shares 10,207 Value ($000) $365 Avg Close — Range —
Q4 2019
Shares 43,590 Value ($000) $1,827 Avg Close — Range —
Q3 2019
Shares 12,131 Value ($000) $483 Avg Close — Range —
Q2 2019
Shares 12,131 Value ($000) $0 Avg Close — Range —
Q1 2019
Shares 10,100 Value ($000) $376 Avg Close — Range —