SPDR SER TR

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

Principle Wealth Partners LLC's Holding History (CIK: 0001743413)

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

Q4 2025
Shares 9,315 Value ($000) $403 Avg Close — Range —
Q3 2025
Shares 20,665 Value ($000) $909 Avg Close — Range —
Q2 2025
Shares 20,665 Value ($000) $877 Avg Close — Range —
Q1 2025
Shares 14,515 Value ($000) $642 Avg Close — Range —
Q2 2023
Shares 10,661 Value ($000) $395 Avg Close — Range —
Q1 2023
Shares 14,984 Value ($000) $569 Avg Close — Range —
Q4 2022
Shares 17,417 Value ($000) $689 Avg Close — Range —
Q3 2022
Shares 18,834 Value ($000) $668 Avg Close — Range —
Q2 2022
Shares 19,505 Value ($000) $778 Avg Close — Range —
Q1 2022
Shares 20,934 Value ($000) $920 Avg Close — Range —
Q4 2021
Shares 15,896 Value ($000) $668 Avg Close — Range —
Q3 2021
Shares 13,186 Value ($000) $516 Avg Close — Range —