SPDR SER TR

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

KWB Wealth's Holding History (CIK: 0001822236)

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

Q4 2025
Shares 8,371 Value ($000) $362 Avg Close — Range —
Q2 2024
Shares 5,811 Value ($000) $237 Avg Close — Range —
Q1 2024
Shares 6,541 Value ($000) $266 Avg Close — Range —
Q4 2023
Shares 10,298 Value ($000) $404 Avg Close — Range —
Q3 2023
Shares 10,837 Value ($000) $402 Avg Close — Range —
Q2 2023
Shares 11,518 Value ($000) $427 Avg Close — Range —
Q1 2023
Shares 14,638 Value ($000) $579 Avg Close — Range —
Q4 2022
Shares 10,662 Value ($000) $422 Avg Close — Range —