SPDR SER TR

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

Dynamic Wealth Strategies, LLC's Holding History (CIK: 0001812853)

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

Q4 2025
Shares 50,205 Value ($000) $5,357 Avg Close Range
Q3 2025
Shares 41,285 Value ($000) $4,315 Avg Close Range
Q2 2025
Shares 29,142 Value ($000) $2,778 Avg Close Range
Q1 2025
Shares 54,164 Value ($000) $4,353 Avg Close Range
Q4 2024
Shares 54,202 Value ($000) $4,764 Avg Close Range
Q3 2024
Shares 54,354 Value ($000) $5 Avg Close Range
Q2 2024
Shares 54,748 Value ($000) $4 Avg Close Range
Q1 2024
Shares 57,921 Value ($000) $4 Avg Close Range
Q4 2023
Shares 59,092 Value ($000) $3,845 Avg Close Range