SPDR SER TR

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

KWB Wealth's Holding History (CIK: 0001822236)

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

Q4 2025
Shares 982,199 Value ($000) $104,801 Avg Close — Range —
Q3 2025
Shares 1,031,908 Value ($000) $98,362 Avg Close — Range —
Q2 2025
Shares 1,103,542 Value ($000) $88,692 Avg Close — Range —
Q1 2025
Shares 1,144,816 Value ($000) $100,629 Avg Close — Range —
Q4 2024
Shares 1,212,277 Value ($000) $100,546 Avg Close — Range —
Q3 2024
Shares 1,287,240 Value ($000) $103,147 Avg Close — Range —
Q2 2024
Shares 1,322,689 Value ($000) $96,755 Avg Close — Range —
Q1 2024
Shares 1,355,343 Value ($000) $99,143 Avg Close — Range —
Q4 2023
Shares 1,217,588 Value ($000) $79,216 Avg Close — Range —
Q3 2023
Shares 948,240 Value ($000) $57,852 Avg Close — Range —
Q2 2023
Shares 958,286 Value ($000) $58,465 Avg Close — Range —
Q1 2023
Shares 745,656 Value ($000) $37,782 Avg Close — Range —
Q4 2022
Shares 734,156 Value ($000) $37,200 Avg Close — Range —
Q3 2022
Shares 714,452 Value ($000) $35,794 Avg Close — Range —
Q2 2022
Shares 883,233 Value ($000) $46,175 Avg Close — Range —
Q1 2022
Shares 837,750 Value ($000) $60,712 Avg Close — Range —
Q4 2021
Shares 839,637 Value ($000) $60,848 Avg Close — Range —
Q3 2021
Shares 822,807 Value ($000) $52,676 Avg Close — Range —
Q2 2021
Shares 990,572 Value ($000) $55,868 Avg Close — Range —
Q1 2021
Shares 995,794 Value ($000) $56,163 Avg Close — Range —
Q4 2020
Shares 1,052,744 Value ($000) $58,206 Avg Close — Range —