SPDR SER TR

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

Dakota Wealth Management's Holding History (CIK: 0001631353)

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

Q4 2025
Shares 360,566 Value ($000) $15,594 Avg Close — Range —
Q3 2025
Shares 338,982 Value ($000) $14,915 Avg Close — Range —
Q2 2025
Shares 333,498 Value ($000) $14,154 Avg Close — Range —
Q1 2025
Shares 309,340 Value ($000) $13,691 Avg Close — Range —
Q4 2024
Shares 292,020 Value ($000) $12,627 Avg Close — Range —
Q3 2024
Shares 182,056 Value ($000) $8,311 Avg Close — Range —
Q2 2024
Shares 151,067 Value ($000) $6,077 Avg Close — Range —
Q1 2024
Shares 8,552 Value ($000) $348 Avg Close — Range —