SPDR SER TR

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

SteelPeak Wealth, LLC's Holding History (CIK: 0001801868)

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

Q4 2025
Shares 5,376 Value ($000) $574 Avg Close — Range —
Q3 2025
Shares 4,997 Value ($000) $522 Avg Close — Range —
Q2 2025
Shares 5,118 Value ($000) $488 Avg Close — Range —
Q1 2025
Shares 5,283 Value ($000) $425 Avg Close — Range —
Q4 2024
Shares 5,825 Value ($000) $512 Avg Close — Range —
Q3 2024
Shares 5,563 Value ($000) $461 Avg Close — Range —
Q2 2024
Shares 5,446 Value ($000) $436 Avg Close — Range —
Q1 2024
Shares 4,551 Value ($000) $333 Avg Close — Range —
Q4 2023
Shares 4,254 Value ($000) $277 Avg Close — Range —
Q3 2023
Shares 4,254 Value ($000) $252 Avg Close — Range —
Q2 2023
Shares 4,551 Value ($000) $278 Avg Close — Range —
Q1 2023
Shares 4,251 Value ($000) $235 Avg Close — Range —
Q4 2022
Shares 4,251 Value ($000) $215 Avg Close — Range —
Q3 2022
Shares 4,251 Value ($000) $213 Avg Close — Range —
Q2 2022
Shares 4,251 Value ($000) $222 Avg Close — Range —
Q1 2022
Shares 4,217 Value ($000) $279 Avg Close — Range —
Q4 2021
Shares 4,165 Value ($000) $302 Avg Close — Range —
Q3 2021
Shares 4,165 Value ($000) $267 Avg Close — Range —
Q2 2021
Shares 4,158 Value ($000) $262 Avg Close — Range —
Q1 2021
Shares 4,158 Value ($000) $235 Avg Close — Range —
Q4 2020
Shares 32,867 Value ($000) $1,817 Avg Close — Range —