SPDR SER TR

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

Symphony Financial, Ltd. Co.'s Holding History (CIK: 0001800687)

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

Q4 2025
Shares 279,293 Value ($000) $29,982 Avg Close — Range —
Q3 2025
Shares 324,684 Value ($000) $33,864 Avg Close — Range —
Q2 2025
Shares 302,628 Value ($000) $30,829 Avg Close — Range —
Q1 2025
Shares 115,099 Value ($000) $9,102 Avg Close — Range —
Q4 2024
Shares 331,981 Value ($000) $30,130 Avg Close — Range —
Q3 2024
Shares 328,149 Value ($000) $27,037 Avg Close — Range —
Q2 2024
Shares 321,318 Value ($000) $25,924 Avg Close — Range —
Q1 2024
Shares 273,608 Value ($000) $20,014 Avg Close — Range —
Q4 2023
Shares 224,402 Value ($000) $14,699 Avg Close — Range —
Q3 2023
Shares 319,882 Value ($000) $19,024 Avg Close — Range —
Q2 2023
Shares 346,853 Value ($000) $20,904 Avg Close — Range —
Q1 2023
Shares 354,603 Value ($000) $19,397 Avg Close — Range —
Q4 2022
Shares 353,100 Value ($000) $17,840 Avg Close — Range —
Q3 2022
Shares 307,139 Value ($000) $15,647 Avg Close — Range —
Q2 2022
Shares 358,537 Value ($000) $18,981 Avg Close — Range —
Q1 2022
Shares 390,191 Value ($000) $24,748 Avg Close — Range —
Q4 2021
Shares 349,111 Value ($000) $25,428 Avg Close — Range —
Q3 2021
Shares 273,277 Value ($000) $17,637 Avg Close — Range —
Q2 2021
Shares 268,407 Value ($000) $16,895 Avg Close — Range —
Q1 2021
Shares 297,870 Value ($000) $20,496 Avg Close — Range —
Q4 2020
Shares 203,654 Value ($000) $11,099 Avg Close — Range —
Q3 2020
Shares 244,045 Value ($000) $12,229 Avg Close — Range —
Q2 2020
Shares 133,940 Value ($000) $6,017 Avg Close — Range —