SPDR SER TR

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

Accurate Wealth Management, LLC's Holding History (CIK: 0001877728)

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

Q4 2025
Shares 5,202 Value ($000) $559 Avg Close Range
Q3 2025
Shares 5,698 Value ($000) $593 Avg Close Range
Q2 2025
Shares 7,155 Value ($000) $687 Avg Close Range
Q1 2025
Shares 5,415 Value ($000) $418 Avg Close Range
Q4 2024
Shares 6,134 Value ($000) $542 Avg Close Range
Q3 2024
Shares 5,527 Value ($000) $466 Avg Close Range
Q2 2024
Shares 4,811 Value ($000) $399 Avg Close Range
Q1 2024
Shares 6,871 Value ($000) $472 Avg Close Range
Q4 2023
Shares 6,392 Value ($000) $418 Avg Close Range
Q3 2023
Shares 5,616 Value ($000) $341 Avg Close Range
Q2 2023
Shares 4,003 Value ($000) $246 Avg Close Range
Q4 2022
Shares 1,378 Value ($000) $70 Avg Close Range