SPDR SER TR

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

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

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

Q4 2025
Shares 38,349 Value ($000) $4,092 Avg Close Range
Q3 2025
Shares 18,815 Value ($000) $1,966 Avg Close Range
Q2 2025
Shares 19,180 Value ($000) $1,828 Avg Close Range
Q1 2025
Shares 16,843 Value ($000) $1,359 Avg Close Range
Q4 2024
Shares 27,351 Value ($000) $2,404 Avg Close Range
Q3 2024
Shares 11,903 Value ($000) $987 Avg Close Range
Q2 2024
Shares 25,766 Value ($000) $2,065 Avg Close Range
Q1 2024
Shares 11,114 Value ($000) $813 Avg Close Range
Q4 2023
Shares 13,117 Value ($000) $853 Avg Close Range
Q3 2023
Shares 7,088 Value ($000) $425 Avg Close Range
Q2 2023
Shares 7,298 Value ($000) $445 Avg Close Range