SPDR SER TR

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

Partners in Financial Planning's Holding History (CIK: 0002054264)

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

Q4 2025
Shares 42,929 Value ($000) $4,581 Avg Close — Range —
Q3 2025
Shares 42,781 Value ($000) $4,471 Avg Close — Range —
Q2 2025
Shares 43,245 Value ($000) $4,122 Avg Close — Range —
Q1 2025
Shares 31,755 Value ($000) $2,552 Avg Close — Range —
Q4 2024
Shares 32,559 Value ($000) $2,862 Avg Close — Range —
Q3 2024
Shares 32,609 Value ($000) $2,705 Avg Close — Range —
Q2 2024
Shares 34,359 Value ($000) $2,753 Avg Close — Range —
Q1 2024
Shares 36,348 Value ($000) $2,659 Avg Close — Range —
Q4 2023
Shares 36,550 Value ($000) $2,378 Avg Close — Range —
Q3 2023
Shares 37,518 Value ($000) $2,224 Avg Close — Range —
Q2 2023
Shares 38,503 Value ($000) $2,349 Avg Close — Range —
Q1 2023
Shares 41,800 Value ($000) $2,314 Avg Close — Range —
Q4 2022
Shares 41,884 Value ($000) $2,097 Avg Close — Range —
Q3 2022
Shares 12,157 Value ($000) $649 Avg Close — Range —
Q2 2022
Shares 13,589 Value ($000) $781 Avg Close — Range —
Q1 2022
Shares 13,460 Value ($000) $807 Avg Close — Range —
Q4 2021
Shares 10,092 Value ($000) $645 Avg Close — Range —
Q3 2021
Shares 7,897 Value ($000) $506 Avg Close — Range —
Q2 2021
Shares 7,888 Value ($000) $497 Avg Close — Range —