SPDR SER TR

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

Aprio Wealth Management, LLC's Holding History (CIK: 0001803519)

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

Q4 2025
Shares 6,176 Value ($000) $659 Avg Close — Range —
Q3 2025
Shares 6,313 Value ($000) $660 Avg Close — Range —
Q2 2025
Shares 6,150 Value ($000) $586 Avg Close — Range —
Q1 2025
Shares 7,501 Value ($000) $603 Avg Close — Range —
Q4 2024
Shares 7,313 Value ($000) $643 Avg Close — Range —
Q3 2024
Shares 8,599 Value ($000) $713 Avg Close — Range —
Q2 2024
Shares 10,385 Value ($000) $832 Avg Close — Range —
Q1 2024
Shares 18,617 Value ($000) $1,362 Avg Close — Range —
Q4 2023
Shares 17,703 Value ($000) $1,152 Avg Close — Range —
Q3 2023
Shares 19,002 Value ($000) $1,126 Avg Close — Range —
Q2 2023
Shares 18,063 Value ($000) $1,102 Avg Close — Range —
Q1 2022
Shares 4,168 Value ($000) $276 Avg Close — Range —
Q4 2021
Shares 69,410 Value ($000) $5,030 Avg Close — Range —
Q3 2021
Shares 50,538 Value ($000) $3,235 Avg Close — Range —
Q3 2020
Shares 32,179 Value ($000) $1,612 Avg Close — Range —
Q2 2020
Shares 30,687 Value ($000) $1,378 Avg Close — Range —
Q1 2020
Shares 87,998 Value ($000) $3,145 Avg Close — Range —
Q4 2019
Shares 107,338 Value ($000) $4,499 Avg Close — Range —