SPDR SER TR

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

CX Institutional's Holding History (CIK: 0001737089)

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

Q4 2025
Shares 5,402 Value ($000) $0 Avg Close — Range —
Q3 2025
Shares 10,866 Value ($000) $0 Avg Close — Range —
Q2 2025
Shares 689 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 20,763 Value ($000) $1 Avg Close — Range —
Q4 2024
Shares 1,072 Value ($000) $46 Avg Close — Range —
Q4 2022
Shares 47,247 Value ($000) $1,870 Avg Close — Range —
Q3 2022
Shares 12,345 Value ($000) $438 Avg Close — Range —
Q2 2022
Shares 98,627 Value ($000) $3,936 Avg Close — Range —
Q4 2021
Shares 25,906 Value ($000) $1,089 Avg Close — Range —
Q2 2020
Shares 84 Value ($000) $2 Avg Close — Range —
Q1 2020
Shares 70,485 Value ($000) $1,734 Avg Close — Range —