SPDR SER TR

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

SAX WEALTH ADVISORS, LLC's Holding History (CIK: 0001846150)

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

Q4 2025
Shares 23,196 Value ($000) $1,003 Avg Close — Range —
Q3 2025
Shares 41,769 Value ($000) $1,838 Avg Close — Range —
Q2 2025
Shares 38,382 Value ($000) $1,629 Avg Close — Range —
Q1 2025
Shares 33,723 Value ($000) $1,493 Avg Close — Range —
Q4 2024
Shares 31,113 Value ($000) $1,345 Avg Close — Range —
Q3 2024
Shares 33,714 Value ($000) $1,539 Avg Close — Range —
Q2 2024
Shares 31,073 Value ($000) $1,250 Avg Close — Range —
Q1 2024
Shares 28,379 Value ($000) $1,155 Avg Close — Range —
Q4 2023
Shares 28,227 Value ($000) $1,106 Avg Close — Range —
Q3 2023
Shares 28,011 Value ($000) $982 Avg Close — Range —
Q2 2023
Shares 27,822 Value ($000) $1,032 Avg Close — Range —
Q1 2023
Shares 35,051 Value ($000) $1,332 Avg Close — Range —
Q4 2022
Shares 34,641 Value ($000) $1,371 Avg Close — Range —
Q3 2022
Shares 32,801 Value ($000) $1,163 Avg Close — Range —
Q2 2022
Shares 28,856 Value ($000) $1,152 Avg Close — Range —
Q1 2022
Shares 23,956 Value ($000) $1,053 Avg Close — Range —
Q4 2021
Shares 44,962 Value ($000) $1,891 Avg Close — Range —
Q3 2021
Shares 45,016 Value ($000) $1,761 Avg Close — Range —
Q2 2021
Shares 44,934 Value ($000) $1,801 Avg Close — Range —
Q1 2021
Shares 45,113 Value ($000) $1,737 Avg Close — Range —
Q4 2020
Shares 38,414 Value ($000) $1,265 Avg Close — Range —