SPDR SER TR

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

Kovitz Investment Group Partners, LLC's Holding History (CIK: 0001665198)

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

Q3 2025
Shares 10,672 Value ($000) $470 Avg Close — Range —
Q2 2025
Shares 5,415 Value ($000) $230 Avg Close — Range —
Q1 2025
Shares 5,570 Value ($000) $246 Avg Close — Range —
Q4 2024
Shares 5,293 Value ($000) $229 Avg Close — Range —
Q3 2024
Shares 5,292 Value ($000) $236 Avg Close — Range —
Q2 2024
Shares 5,630 Value ($000) $226 Avg Close — Range —