SPDR SER TR

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

Colonial River Wealth Management, LLC's Holding History (CIK: 0001845859)

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

Q4 2025
Shares 4,403 Value ($000) $470 Avg Close — Range —
Q3 2025
Shares 5,555 Value ($000) $581 Avg Close — Range —
Q2 2025
Shares 5,924 Value ($000) $569 Avg Close — Range —
Q4 2024
Shares 38,646 Value ($000) $3,397 Avg Close — Range —
Q3 2024
Shares 2,517 Value ($000) $209 Avg Close — Range —
Q2 2024
Shares 40,149 Value ($000) $3,217 Avg Close — Range —