SPDR SER TR

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

Stone Point Wealth LLC's Holding History (CIK: 0001908192)

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

Q4 2025
Shares 52,507 Value ($000) $5,602 Avg Close — Range —
Q3 2025
Shares 46,597 Value ($000) $4,870 Avg Close — Range —
Q2 2025
Shares 48,630 Value ($000) $4,635 Avg Close — Range —
Q1 2025
Shares 22,467 Value ($000) $1,806 Avg Close — Range —
Q4 2024
Shares 21,317 Value ($000) $1,874 Avg Close — Range —
Q3 2024
Shares 20,503 Value ($000) $1,701 Avg Close — Range —
Q2 2024
Shares 17,950 Value ($000) $1,438 Avg Close — Range —
Q1 2024
Shares 17,214 Value ($000) $1,259 Avg Close — Range —
Q4 2023
Shares 16,646 Value ($000) $1,083 Avg Close — Range —
Q3 2023
Shares 17,154 Value ($000) $1,017 Avg Close — Range —
Q2 2023
Shares 17,432 Value ($000) $1,064 Avg Close — Range —
Q1 2023
Shares 21,258 Value ($000) $1,177 Avg Close — Range —
Q4 2022
Shares 25,444 Value ($000) $1,289 Avg Close — Range —
Q3 2022
Shares 25,338 Value ($000) $1,270 Avg Close — Range —
Q2 2022
Shares 24,453 Value ($000) $1,279 Avg Close — Range —
Q1 2022
Shares 21,997 Value ($000) $1,453 Avg Close — Range —
Q4 2021
Shares 22,334 Value ($000) $1,615 Avg Close — Range —