SPDR SER TR

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

BAKER TILLY WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001840565)

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

Q4 2025
Shares 27,616 Value ($000) $2,947 Avg Close — Range —
Q3 2025
Shares 22,250 Value ($000) $2,325 Avg Close — Range —
Q2 2025
Shares 23,856 Value ($000) $2,274 Avg Close — Range —
Q1 2025
Shares 30,666 Value ($000) $2,465 Avg Close — Range —
Q4 2024
Shares 27,989 Value ($000) $2,460 Avg Close — Range —
Q3 2024
Shares 26,296 Value ($000) $2,181 Avg Close — Range —
Q2 2024
Shares 32,705 Value ($000) $2,621 Avg Close — Range —
Q1 2024
Shares 52,571 Value ($000) $3,846 Avg Close — Range —
Q4 2023
Shares 271,355 Value ($000) $17,654 Avg Close — Range —
Q3 2023
Shares 281,068 Value ($000) $16,662 Avg Close — Range —
Q2 2023
Shares 273,489 Value ($000) $16,686 Avg Close — Range —
Q1 2023
Shares 279,833 Value ($000) $15,492 Avg Close — Range —
Q4 2022
Shares 279,896 Value ($000) $14,182 Avg Close — Range —
Q3 2022
Shares 473,939 Value ($000) $23,744 Avg Close — Range —
Q2 2022
Shares 285,873 Value ($000) $14,945 Avg Close — Range —
Q1 2022
Shares 295,422 Value ($000) $19,560 Avg Close — Range —
Q4 2021
Shares 344,878 Value ($000) $24,993 Avg Close — Range —
Q3 2021
Shares 256,484 Value ($000) $16,420 Avg Close — Range —
Q2 2021
Shares 247,403 Value ($000) $15,579 Avg Close — Range —
Q1 2021
Shares 240,243 Value ($000) $13,550 Avg Close — Range —
Q4 2020
Shares 216,941 Value ($000) $11,995 Avg Close — Range —