SPDR SER TR

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

Key Financial Inc's Holding History (CIK: 0001801720)

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

Q4 2025
Shares 77,454 Value ($000) $8,264 Avg Close — Range —
Q3 2025
Shares 83,170 Value ($000) $8,729 Avg Close — Range —
Q2 2025
Shares 83,466 Value ($000) $7,956 Avg Close — Range —
Q1 2025
Shares 82,610 Value ($000) $6,639 Avg Close — Range —
Q4 2024
Shares 83,241 Value ($000) $7,317 Avg Close — Range —
Q3 2024
Shares 84,187 Value ($000) $6,982 Avg Close — Range —
Q2 2024
Shares 84,683 Value ($000) $6,786 Avg Close — Range —
Q1 2024
Shares 85,382 Value ($000) $6,246 Avg Close — Range —
Q4 2023
Shares 85,649 Value ($000) $5,572 Avg Close — Range —
Q3 2023
Shares 84,805 Value ($000) $5,027 Avg Close — Range —
Q2 2023
Shares 75,279 Value ($000) $4,593 Avg Close — Range —
Q1 2023
Shares 75,163 Value ($000) $4,161 Avg Close — Range —
Q4 2022
Shares 45,550 Value ($000) $2,282 Avg Close — Range —
Q3 2022
Shares 45,550 Value ($000) $2,282 Avg Close — Range —
Q2 2022
Shares 38,249 Value ($000) $2,014 Avg Close — Range —
Q1 2022
Shares 40,048 Value ($000) $2,652 Avg Close — Range —
Q4 2021
Shares 32,046 Value ($000) $2,322 Avg Close — Range —
Q3 2021
Shares 31,324 Value ($000) $2,005 Avg Close — Range —
Q2 2021
Shares 28,149 Value ($000) $1,840 Avg Close — Range —
Q1 2021
Shares 15,294 Value ($000) $863 Avg Close — Range —
Q4 2020
Shares 10,143 Value ($000) $561 Avg Close — Range —
Q3 2020
Shares 6,805 Value ($000) $341 Avg Close — Range —
Q2 2020
Shares 6,380 Value ($000) $282 Avg Close — Range —
Q1 2020
Shares 4,490 Value ($000) $163 Avg Close — Range —