SPDR SER TR

Ticker: SPYD CUSIP: 78468R788 Class: PRTFLO S&P500 HI

B. Riley Wealth Advisors, Inc.'s Holding History (CIK: 0001464811)

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

Q3 2025
Shares 4,809 Value ($000) $212 Avg Close Range
Q2 2025
Shares 7,244 Value ($000) $307 Avg Close Range
Q4 2024
Shares 5,135 Value ($000) $222 Avg Close Range
Q3 2024
Shares 17,504 Value ($000) $793 Avg Close Range
Q2 2024
Shares 19,685 Value ($000) $792 Avg Close Range
Q1 2024
Shares 57,133 Value ($000) $2,004 Avg Close Range
Q4 2023
Shares 64,324 Value ($000) $2,521 Avg Close Range
Q3 2023
Shares 57,133 Value ($000) $2,004 Avg Close Range
Q2 2023
Shares 59,886 Value ($000) $2,221 Avg Close Range
Q1 2023
Shares 63,075 Value ($000) $2,397 Avg Close Range
Q4 2022
Shares 61,807 Value ($000) $2,446 Avg Close Range
Q3 2022
Shares 65,814 Value ($000) $2,335 Avg Close Range
Q2 2022
Shares 14,036 Value ($000) $561 Avg Close Range
Q1 2022
Shares 14,267 Value ($000) $627 Avg Close Range
Q4 2021
Shares 13,414 Value ($000) $565 Avg Close Range
Q3 2021
Shares 8,278 Value ($000) $324 Avg Close Range
Q2 2021
Shares 8,264 Value ($000) $332 Avg Close Range
Q1 2021
Shares 8,251 Value ($000) $318 Avg Close Range