SPDR SER TR

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

Goldstone Financial Group, LLC's Holding History (CIK: 0002040021)

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

Q4 2025
Shares 146,315 Value ($000) $15,612 Avg Close Range
Q3 2025
Shares 149,411 Value ($000) $15,615 Avg Close Range
Q2 2025
Shares 159,160 Value ($000) $15,290 Avg Close Range
Q1 2025
Shares 160,134 Value ($000) $12,870 Avg Close Range
Q4 2024
Shares 159,511 Value ($000) $14,021 Avg Close Range
Q3 2024
Shares 137,566 Value ($000) $11,410 Avg Close Range
Q2 2024
Shares 125,726 Value ($000) $10,074 Avg Close Range
Q1 2024
Shares 109,090 Value ($000) $7,980 Avg Close Range
Q4 2023
Shares 86,529 Value ($000) $5,630 Avg Close Range
Q3 2023
Shares 69,734 Value ($000) $4,134 Avg Close Range
Q2 2023
Shares 65,062 Value ($000) $3,969 Avg Close Range
Q1 2023
Shares 51,925 Value ($000) $2,875 Avg Close Range