SPDR SER TR

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

SteelPeak Wealth, LLC's Holding History (CIK: 0001801868)

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

Q4 2025
Shares 20,487 Value ($000) $886 Avg Close — Range —
Q2 2025
Shares 51,325 Value ($000) $2,178 Avg Close — Range —
Q1 2025
Shares 4,852 Value ($000) $215 Avg Close — Range —
Q4 2024
Shares 74,744 Value ($000) $3,232 Avg Close — Range —
Q2 2024
Shares 6,440 Value ($000) $259 Avg Close — Range —
Q1 2024
Shares 6,238 Value ($000) $254 Avg Close — Range —
Q4 2023
Shares 79,177 Value ($000) $3,103 Avg Close — Range —