SPDR SER TR

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

LWM Advisory Services, LLC's Holding History (CIK: 0001697716)

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

Q4 2025
Shares 16,162 Value ($000) $1,725 Avg Close — Range —
Q3 2025
Shares 14,164 Value ($000) $1,480 Avg Close — Range —
Q2 2025
Shares 13,714 Value ($000) $1,307 Avg Close — Range —
Q1 2025
Shares 14,323 Value ($000) $1,151 Avg Close — Range —
Q4 2024
Shares 15,535 Value ($000) $1,366 Avg Close — Range —
Q3 2024
Shares 16,187 Value ($000) $1,343 Avg Close — Range —
Q2 2024
Shares 18,350 Value ($000) $1,470 Avg Close — Range —
Q1 2024
Shares 19,450 Value ($000) $1,423 Avg Close — Range —
Q4 2023
Shares 19,693 Value ($000) $1,281 Avg Close — Range —
Q3 2023
Shares 19,487 Value ($000) $1,155 Avg Close — Range —
Q2 2023
Shares 19,331 Value ($000) $1,179 Avg Close — Range —
Q1 2023
Shares 18,620 Value ($000) $1,031 Avg Close — Range —
Q4 2022
Shares 12,142 Value ($000) $615 Avg Close — Range —
Q3 2022
Shares 12,229 Value ($000) $613 Avg Close — Range —
Q2 2022
Shares 9,104 Value ($000) $476 Avg Close — Range —
Q1 2022
Shares 9,018 Value ($000) $597 Avg Close — Range —
Q4 2021
Shares 7,464 Value ($000) $541 Avg Close — Range —