SPDR SER TR

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

Erickson Financial Group, LLC's Holding History (CIK: 0001797734)

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

Q4 2025
Shares 9,134 Value ($000) $395 Avg Close — Range —
Q3 2025
Shares 8,960 Value ($000) $394 Avg Close — Range —
Q2 2025
Shares 8,748 Value ($000) $371 Avg Close — Range —
Q1 2025
Shares 8,906 Value ($000) $394 Avg Close — Range —
Q4 2024
Shares 8,683 Value ($000) $375 Avg Close — Range —
Q3 2024
Shares 9,759 Value ($000) $445 Avg Close — Range —
Q2 2024
Shares 144,325 Value ($000) $5,806 Avg Close — Range —
Q1 2024
Shares 148,181 Value ($000) $6,032 Avg Close — Range —
Q4 2023
Shares 154,789 Value ($000) $6,066 Avg Close — Range —
Q3 2023
Shares 153,991 Value ($000) $5,400 Avg Close — Range —
Q2 2023
Shares 150,247 Value ($000) $5,571 Avg Close — Range —
Q1 2023
Shares 124,239 Value ($000) $4,721 Avg Close — Range —
Q4 2022
Shares 120,649 Value ($000) $4,775 Avg Close — Range —
Q3 2022
Shares 58,671 Value ($000) $2,081 Avg Close — Range —
Q2 2022
Shares 54,764 Value ($000) $2,186 Avg Close — Range —
Q1 2022
Shares 53,792 Value ($000) $2,364 Avg Close — Range —
Q4 2021
Shares 100,108 Value ($000) $4,210 Avg Close — Range —