SPDR SER TR

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

Keystone Financial Planning, Inc.'s Holding History (CIK: 0001596906)

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

Q4 2025
Shares 192,060 Value ($000) $8,307 Avg Close — Range —
Q3 2025
Shares 193,264 Value ($000) $8,504 Avg Close — Range —
Q2 2025
Shares 196,936 Value ($000) $8,358 Avg Close — Range —
Q1 2025
Shares 196,552 Value ($000) $8,699 Avg Close — Range —
Q4 2024
Shares 194,322 Value ($000) $8,402 Avg Close — Range —
Q3 2024
Shares 191,818 Value ($000) $8,756 Avg Close — Range —
Q2 2024
Shares 191,196 Value ($000) $7,692 Avg Close — Range —
Q1 2024
Shares 190,008 Value ($000) $7,735 Avg Close — Range —
Q4 2023
Shares 193,219 Value ($000) $7,572 Avg Close — Range —
Q3 2023
Shares 186,774 Value ($000) $6,550 Avg Close — Range —
Q2 2023
Shares 186,304 Value ($000) $6,908 Avg Close — Range —
Q1 2023
Shares 177,068 Value ($000) $6,729 Avg Close — Range —
Q4 2022
Shares 173,232 Value ($000) $6,857 Avg Close — Range —
Q3 2022
Shares 171,091 Value ($000) $6,069 Avg Close — Range —
Q2 2022
Shares 160,198 Value ($000) $6,394 Avg Close — Range —
Q1 2022
Shares 158,499 Value ($000) $6,966 Avg Close — Range —