SPDR SER TR

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

Sovereign Financial Group, Inc.'s Holding History (CIK: 0001846175)

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

Q4 2025
Shares 10,072 Value ($000) $1,075 Avg Close — Range —
Q3 2025
Shares 10,850 Value ($000) $1,134 Avg Close — Range —
Q2 2025
Shares 11,073 Value ($000) $1,055 Avg Close — Range —
Q1 2025
Shares 11,199 Value ($000) $900 Avg Close — Range —
Q4 2024
Shares 11,271 Value ($000) $991 Avg Close — Range —
Q3 2024
Shares 11,678 Value ($000) $969 Avg Close — Range —
Q2 2024
Shares 11,980 Value ($000) $960 Avg Close — Range —
Q1 2024
Shares 11,990 Value ($000) $877 Avg Close — Range —
Q4 2023
Shares 12,201 Value ($000) $794 Avg Close — Range —
Q3 2023
Shares 12,467 Value ($000) $739 Avg Close — Range —
Q2 2023
Shares 28,025 Value ($000) $1,710 Avg Close — Range —
Q1 2023
Shares 28,098 Value ($000) $1,556 Avg Close — Range —
Q4 2022
Shares 28,509 Value ($000) $1,445 Avg Close — Range —
Q3 2022
Shares 28,579 Value ($000) $1,432 Avg Close — Range —
Q2 2022
Shares 28,907 Value ($000) $1,511 Avg Close — Range —
Q1 2022
Shares 28,907 Value ($000) $1,914 Avg Close — Range —
Q4 2021
Shares 14,986 Value ($000) $1,086 Avg Close — Range —
Q3 2021
Shares 15,278 Value ($000) $978 Avg Close — Range —
Q2 2021
Shares 16,858 Value ($000) $951 Avg Close — Range —
Q1 2021
Shares 16,858 Value ($000) $951 Avg Close — Range —
Q4 2020
Shares 13,907 Value ($000) $769 Avg Close — Range —