SPDR SER TR

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

Coordinated Financial Services, Inc.'s Holding History (CIK: 0002055532)

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

Q4 2025
Shares 6,606 Value ($000) $705 Avg Close — Range —
Q3 2025
Shares 5,408 Value ($000) $565 Avg Close — Range —
Q2 2025
Shares 3,537 Value ($000) $337 Avg Close — Range —
Q4 2024
Shares 4,979 Value ($000) $438 Avg Close — Range —