SPDR SER TR

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

SkyOak Wealth, LLC's Holding History (CIK: 0001800379)

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

Q4 2025
Shares 31,086 Value ($000) $3,317 Avg Close — Range —
Q3 2025
Shares 29,010 Value ($000) $3,032 Avg Close — Range —
Q2 2025
Shares 32,583 Value ($000) $3,106 Avg Close — Range —
Q1 2025
Shares 30,633 Value ($000) $2,462 Avg Close — Range —
Q4 2024
Shares 33,444 Value ($000) $2,940 Avg Close — Range —
Q3 2024
Shares 34,689 Value ($000) $2,877 Avg Close — Range —
Q2 2024
Shares 34,904 Value ($000) $2,797 Avg Close — Range —
Q1 2024
Shares 33,504 Value ($000) $2,451 Avg Close — Range —
Q4 2023
Shares 34,139 Value ($000) $2,221 Avg Close — Range —
Q3 2023
Shares 34,268 Value ($000) $2,031 Avg Close — Range —
Q2 2023
Shares 34,556 Value ($000) $2,108 Avg Close — Range —
Q1 2023
Shares 28,184 Value ($000) $1,560 Avg Close — Range —
Q4 2022
Shares 25,324 Value ($000) $1,283 Avg Close — Range —