SPDR SER TR

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

Key Client Fiduciary Advisors, LLC's Holding History (CIK: 0001912612)

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

Q4 2025
Shares 4,290 Value ($000) $458 Avg Close Range
Q3 2025
Shares 4,337 Value ($000) $453 Avg Close Range
Q2 2025
Shares 4,264 Value ($000) $406 Avg Close Range
Q1 2025
Shares 3,649 Value ($000) $293 Avg Close Range
Q4 2024
Shares 3,381 Value ($000) $297 Avg Close Range
Q3 2024
Shares 3,268 Value ($000) $271 Avg Close Range
Q2 2024
Shares 2,974 Value ($000) $238 Avg Close Range
Q1 2024
Shares 2,811 Value ($000) $206 Avg Close Range