SPDR SER TR

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

Golden State Wealth Management, LLC's Holding History (CIK: 0001776033)

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

Q4 2025
Shares 74,167 Value ($000) $7,914 Avg Close — Range —
Q3 2025
Shares 71,562 Value ($000) $7,479 Avg Close — Range —
Q2 2025
Shares 66,394 Value ($000) $6,329 Avg Close — Range —
Q1 2025
Shares 67,568 Value ($000) $5,430 Avg Close — Range —
Q4 2024
Shares 51,409 Value ($000) $4,519 Avg Close — Range —
Q1 2022
Shares 44,946 Value ($000) $2,908 Avg Close — Range —
Q4 2021
Shares 45,286 Value ($000) $3,282 Avg Close — Range —
Q3 2021
Shares 5,051 Value ($000) $323 Avg Close — Range —
Q4 2020
Shares 19,913 Value ($000) $1,100 Avg Close — Range —
Q3 2020
Shares 20,472 Value ($000) $1,026 Avg Close — Range —
Q2 2020
Shares 29,425 Value ($000) $1,321 Avg Close — Range —
Q1 2020
Shares 796 Value ($000) $28 Avg Close — Range —
Q3 2019
Shares 460 Value ($000) $18 Avg Close — Range —
Q2 2019
Shares 1,909 Value ($000) $73 Avg Close — Range —
Q1 2019
Shares 1,904 Value ($000) $71 Avg Close — Range —