SPDR SER TR

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

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

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

Q4 2025
Shares 53,509 Value ($000) $5,709 Avg Close — Range —
Q3 2025
Shares 55,011 Value ($000) $5,749 Avg Close — Range —
Q2 2025
Shares 47,680 Value ($000) $4,545 Avg Close — Range —
Q1 2025
Shares 46,872 Value ($000) $3,767 Avg Close — Range —
Q4 2024
Shares 47,216 Value ($000) $4,150 Avg Close — Range —
Q3 2024
Shares 48,185 Value ($000) $3,996 Avg Close — Range —
Q2 2024
Shares 43,632 Value ($000) $3,496 Avg Close — Range —
Q1 2024
Shares 44,287 Value ($000) $3,240 Avg Close — Range —
Q4 2023
Shares 75,501 Value ($000) $4,912 Avg Close — Range —
Q3 2023
Shares 41,058 Value ($000) $2,434 Avg Close — Range —
Q2 2023
Shares 30,524 Value ($000) $1,862 Avg Close — Range —
Q1 2023
Shares 31,964 Value ($000) $1,770 Avg Close — Range —
Q4 2022
Shares 39,228 Value ($000) $1,988 Avg Close — Range —
Q3 2022
Shares 29,497 Value ($000) $1,478 Avg Close — Range —
Q2 2022
Shares 34,452 Value ($000) $1,801 Avg Close — Range —
Q1 2022
Shares 37,783 Value ($000) $2,502 Avg Close — Range —
Q4 2021
Shares 36,476 Value ($000) $2,643 Avg Close — Range —
Q3 2021
Shares 31,241 Value ($000) $2,000 Avg Close — Range —
Q2 2021
Shares 25,313 Value ($000) $1,594 Avg Close — Range —
Q1 2021
Shares 11,001 Value ($000) $620,456 Avg Close — Range —
Q4 2020
Shares 9,770 Value ($000) $540 Avg Close — Range —
Q3 2020
Shares 10,370 Value ($000) $520 Avg Close — Range —
Q2 2020
Shares 9,562 Value ($000) $430 Avg Close — Range —
Q1 2020
Shares 11,873 Value ($000) $424 Avg Close — Range —
Q4 2019
Shares 71,934 Value ($000) $3,014 Avg Close — Range —
Q3 2019
Shares 67,571 Value ($000) $2,627 Avg Close — Range —
Q2 2019
Shares 69,361 Value ($000) $2,686 Avg Close — Range —
Q1 2019
Shares 61,219 Value ($000) $2,277 Avg Close — Range —
Q4 2018
Shares 106,673 Value ($000) $3,466 Avg Close — Range —
Q3 2018
Shares 29,902 Value ($000) $1,143 Avg Close — Range —
Q2 2018
Shares 20,899 Value ($000) $734 Avg Close — Range —
Q1 2018
Shares 9,114 Value ($000) $305 Avg Close — Range —
Q4 2017
Shares 1,948 Value ($000) $64 Avg Close — Range —