SPDR SER TR

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

Stonebridge Financial Planning Group, LLC's Holding History (CIK: 0001802494)

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

Q4 2025
Shares 16,290 Value ($000) $1,738 Avg Close — Range —
Q3 2025
Shares 16,381 Value ($000) $1,712 Avg Close — Range —
Q2 2025
Shares 15,414 Value ($000) $1,469 Avg Close — Range —
Q1 2025
Shares 16,199 Value ($000) $1,302 Avg Close — Range —
Q4 2024
Shares 17,274 Value ($000) $1,518 Avg Close — Range —
Q3 2024
Shares 18,227 Value ($000) $1,512 Avg Close — Range —
Q2 2024
Shares 18,513 Value ($000) $1,483 Avg Close — Range —
Q1 2024
Shares 19,692 Value ($000) $1,441 Avg Close — Range —
Q4 2023
Shares 20,096 Value ($000) $1,307 Avg Close — Range —
Q3 2023
Shares 17,770 Value ($000) $1,053 Avg Close — Range —
Q2 2023
Shares 20,076 Value ($000) $1,225 Avg Close — Range —
Q1 2023
Shares 20,248 Value ($000) $1,121 Avg Close — Range —
Q4 2022
Shares 22,047 Value ($000) $1,117 Avg Close — Range —
Q3 2022
Shares 18,837 Value ($000) $944 Avg Close — Range —
Q2 2022
Shares 9,761 Value ($000) $510 Avg Close — Range —