SPDR SER TR

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

Principle Wealth Partners LLC's Holding History (CIK: 0001743413)

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

Q4 2025
Shares 7,176 Value ($000) $766 Avg Close — Range —
Q3 2025
Shares 7,176 Value ($000) $750 Avg Close — Range —
Q2 2025
Shares 7,277 Value ($000) $694 Avg Close — Range —
Q1 2025
Shares 7,277 Value ($000) $585 Avg Close — Range —
Q4 2024
Shares 7,277 Value ($000) $640 Avg Close — Range —
Q3 2024
Shares 7,132 Value ($000) $592 Avg Close — Range —
Q2 2024
Shares 7,132 Value ($000) $571 Avg Close — Range —
Q1 2024
Shares 7,132 Value ($000) $522 Avg Close — Range —
Q4 2023
Shares 6,037 Value ($000) $393 Avg Close — Range —
Q3 2023
Shares 5,734 Value ($000) $340 Avg Close — Range —
Q2 2023
Shares 5,700 Value ($000) $348 Avg Close — Range —
Q1 2023
Shares 6,254 Value ($000) $346 Avg Close — Range —
Q4 2022
Shares 6,254 Value ($000) $317 Avg Close — Range —
Q3 2022
Shares 6,955 Value ($000) $348 Avg Close — Range —
Q2 2022
Shares 8,776 Value ($000) $459 Avg Close — Range —
Q1 2022
Shares 6,122 Value ($000) $405 Avg Close — Range —
Q4 2021
Shares 4,329 Value ($000) $314 Avg Close — Range —