SPDR SER TR

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

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

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

Q4 2025
Shares 9,422 Value ($000) $1,005 Avg Close — Range —
Q3 2025
Shares 9,854 Value ($000) $1,030 Avg Close — Range —
Q2 2025
Shares 9,999 Value ($000) $953 Avg Close — Range —
Q1 2025
Shares 6,679 Value ($000) $537 Avg Close — Range —
Q4 2024
Shares 19,219 Value ($000) $1,689 Avg Close — Range —
Q3 2024
Shares 4,326 Value ($000) $359 Avg Close — Range —
Q2 2024
Shares 14,075 Value ($000) $1,128 Avg Close — Range —
Q1 2024
Shares 7,682 Value ($000) $562 Avg Close — Range —
Q4 2023
Shares 5,570 Value ($000) $362 Avg Close — Range —
Q3 2023
Shares 15,579 Value ($000) $924 Avg Close — Range —
Q2 2023
Shares 5,384 Value ($000) $328 Avg Close — Range —
Q1 2023
Shares 4,712 Value ($000) $261 Avg Close — Range —