SPDR SER TR

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

Wealthspire Advisors, LLC's Holding History (CIK: 0001646247)

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

Q4 2025
Shares 58,443 Value ($000) $2,528 Avg Close Range
Q3 2025
Shares 58,223 Value ($000) $2,562 Avg Close Range
Q2 2025
Shares 58,301 Value ($000) $2,474 Avg Close Range
Q1 2025
Shares 58,223 Value ($000) $2,577 Avg Close Range
Q4 2024
Shares 57,674 Value ($000) $2,494 Avg Close Range
Q3 2024
Shares 57,045 Value ($000) $2,604 Avg Close Range
Q2 2024
Shares 57,045 Value ($000) $2,295 Avg Close Range
Q1 2024
Shares 58,090 Value ($000) $2,365 Avg Close Range
Q4 2023
Shares 64,213 Value ($000) $2,517 Avg Close Range
Q3 2023
Shares 66,763 Value ($000) $2,341 Avg Close Range
Q2 2023
Shares 66,673 Value ($000) $2,472 Avg Close Range
Q1 2023
Shares 66,673 Value ($000) $2,534 Avg Close Range
Q4 2022
Shares 66,673 Value ($000) $2,639 Avg Close Range
Q3 2022
Shares 66,673 Value ($000) $2,365 Avg Close Range
Q2 2022
Shares 66,673 Value ($000) $2,661 Avg Close Range
Q1 2022
Shares 8,673 Value ($000) $381 Avg Close Range
Q4 2021
Shares 8,673 Value ($000) $365 Avg Close Range
Q3 2021
Shares 58,000 Value ($000) $2,269 Avg Close Range