SPDR SER TR

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

WJ Wealth Management, LLC's Holding History (CIK: 0001801674)

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

Q4 2025
Shares 4,325 Value ($000) $461 Avg Close — Range —
Q3 2025
Shares 4,738 Value ($000) $512 Avg Close — Range —
Q2 2025
Shares 9,506 Value ($000) $906 Avg Close — Range —
Q1 2025
Shares 9,956 Value ($000) $800 Avg Close — Range —
Q4 2024
Shares 11,152 Value ($000) $980 Avg Close — Range —
Q3 2024
Shares 11,292 Value ($000) $937 Avg Close — Range —
Q2 2024
Shares 11,552 Value ($000) $926 Avg Close — Range —
Q1 2024
Shares 81,577 Value ($000) $5,967 Avg Close — Range —
Q4 2023
Shares 50,798 Value ($000) $3,305 Avg Close — Range —
Q3 2023
Shares 40,472 Value ($000) $2,399 Avg Close — Range —
Q2 2023
Shares 29,481 Value ($000) $1,799 Avg Close — Range —
Q3 2022
Shares 4,774 Value ($000) $240 Avg Close — Range —
Q1 2022
Shares 3,727 Value ($000) $247 Avg Close — Range —
Q4 2021
Shares 4,127 Value ($000) $295 Avg Close — Range —
Q3 2021
Shares 4,127 Value ($000) $264 Avg Close — Range —
Q2 2021
Shares 3,238 Value ($000) $204 Avg Close — Range —
Q2 2020
Shares 4,808 Value ($000) $216 Avg Close — Range —