SPDR SER TR

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

GRAND WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001939443)

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

Q4 2025
Shares 686 Value ($000) $73 Avg Close — Range —
Q3 2025
Shares 686 Value ($000) $72 Avg Close — Range —
Q1 2024
Shares 846 Value ($000) $62 Avg Close — Range —
Q4 2023
Shares 846 Value ($000) $55 Avg Close — Range —
Q3 2023
Shares 846 Value ($000) $50 Avg Close — Range —
Q2 2023
Shares 686 Value ($000) $42 Avg Close — Range —