SPDR SER TR

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

Willis Johnson & Associates, Inc.'s Holding History (CIK: 0001853239)

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

Q4 2025
Shares 2,687,977 Value ($000) $286,807 Avg Close Range
Q3 2025
Shares 2,565,787 Value ($000) $268,150 Avg Close Range
Q2 2025
Shares 2,441,746 Value ($000) $232,747 Avg Close Range
Q1 2025
Shares 2,338,521 Value ($000) $187,947 Avg Close Range
Q4 2024
Shares 2,392,985 Value ($000) $210,343 Avg Close Range
Q3 2024
Shares 2,357,397 Value ($000) $195,522 Avg Close Range
Q2 2024
Shares 2,305,384 Value ($000) $184,730 Avg Close Range
Q1 2024
Shares 2,243,033 Value ($000) $164,078 Avg Close Range
Q4 2023
Shares 2,340,371 Value ($000) $152,265 Avg Close Range
Q3 2023
Shares 2,270,571 Value ($000) $134,599 Avg Close Range
Q2 2023
Shares 2,212,518 Value ($000) $134,986 Avg Close Range
Q1 2023
Shares 2,201,179 Value ($000) $121,857 Avg Close Range
Q4 2022
Shares 1,972,346 Value ($000) $99,939 Avg Close Range
Q3 2022
Shares 1,882,649 Value ($000) $94,321 Avg Close Range
Q2 2022
Shares 1,734,179 Value ($000) $90,663 Avg Close Range
Q1 2022
Shares 1,615,519 Value ($000) $106,964 Avg Close Range
Q4 2021
Shares 1,572,806 Value ($000) $113,981 Avg Close Range
Q3 2021
Shares 1,482,687 Value ($000) $94,922 Avg Close Range