SPDR SER TR

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

Keudell/Morrison Wealth Management's Holding History (CIK: 0001785498)

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

Q4 2025
Shares 29,726 Value ($000) $3,172 Avg Close — Range —
Q2 2025
Shares 28,185 Value ($000) $2,687 Avg Close — Range —
Q1 2025
Shares 28,181 Value ($000) $2,265 Avg Close — Range —
Q4 2024
Shares 23,435 Value ($000) $2,060 Avg Close — Range —
Q3 2024
Shares 21,678 Value ($000) $1,798 Avg Close — Range —
Q2 2024
Shares 21,566 Value ($000) $1,728 Avg Close — Range —
Q1 2024
Shares 20,682 Value ($000) $1,513 Avg Close — Range —
Q4 2023
Shares 20,567 Value ($000) $1,338 Avg Close — Range —
Q3 2023
Shares 21,195 Value ($000) $1,256 Avg Close — Range —
Q2 2023
Shares 21,195 Value ($000) $1,293 Avg Close — Range —
Q1 2023
Shares 22,295 Value ($000) $1,234 Avg Close — Range —
Q4 2022
Shares 23,265 Value ($000) $1,179 Avg Close — Range —
Q3 2022
Shares 9,423 Value ($000) $472 Avg Close — Range —