SPDR SER TR

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

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q3 2025
Shares 1,988 Value ($000) $208 Avg Close — Range —
Q4 2021
Shares 5,756 Value ($000) $417 Avg Close — Range —
Q3 2021
Shares 1,997 Value ($000) $128 Avg Close — Range —