SPDR SER TR

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

Golden State Wealth Management, LLC's Holding History (CIK: 0001776033)

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

Q4 2025
Shares 339 Value ($000) $15 Avg Close — Range —
Q3 2025
Shares 337 Value ($000) $15 Avg Close — Range —
Q2 2025
Shares 290 Value ($000) $12 Avg Close — Range —
Q1 2025
Shares 288 Value ($000) $13 Avg Close — Range —
Q4 2024
Shares 283 Value ($000) $12 Avg Close — Range —
Q4 2021
Shares 5,856 Value ($000) $246 Avg Close — Range —
Q3 2021
Shares 6,656 Value ($000) $260 Avg Close — Range —
Q2 2021
Shares 8,518 Value ($000) $341 Avg Close — Range —
Q1 2021
Shares 8,618 Value ($000) $331 Avg Close — Range —
Q4 2020
Shares 10,643 Value ($000) $351 Avg Close — Range —
Q3 2020
Shares 11,643 Value ($000) $319 Avg Close — Range —
Q2 2020
Shares 11,433 Value ($000) $318 Avg Close — Range —
Q1 2020
Shares 5,875 Value ($000) $145 Avg Close — Range —
Q3 2019
Shares 27,474 Value ($000) $1,043 Avg Close — Range —
Q2 2019
Shares 28,119 Value ($000) $1,069 Avg Close — Range —
Q1 2019
Shares 25,447 Value ($000) $963 Avg Close — Range —