SPDR SER TR

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

Sage Financial Management Group, Inc.'s Holding History (CIK: 0001762086)

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

Q4 2025
Shares 121,581 Value ($000) $12,973 Avg Close — Range —
Q3 2025
Shares 122,125 Value ($000) $12,763 Avg Close — Range —
Q2 2025
Shares 124,068 Value ($000) $12 Avg Close — Range —
Q1 2025
Shares 135,562 Value ($000) $11 Avg Close — Range —
Q4 2024
Shares 134,579 Value ($000) $12 Avg Close — Range —
Q3 2024
Shares 132,723 Value ($000) $11 Avg Close — Range —
Q2 2024
Shares 127,296 Value ($000) $10 Avg Close — Range —
Q1 2024
Shares 127,131 Value ($000) $9 Avg Close — Range —
Q4 2023
Shares 124,696 Value ($000) $8 Avg Close — Range —
Q3 2023
Shares 126,817 Value ($000) $8 Avg Close — Range —
Q2 2023
Shares 124,446 Value ($000) $8 Avg Close — Range —