SPDR SER TR

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

Spire Wealth Management's Holding History (CIK: 0001858740)

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

Q4 2025
Shares 12,553 Value ($000) $543 Avg Close — Range —
Q3 2025
Shares 14,318 Value ($000) $630 Avg Close — Range —
Q2 2025
Shares 11,398 Value ($000) $484 Avg Close — Range —
Q1 2025
Shares 15,272 Value ($000) $676 Avg Close — Range —
Q4 2024
Shares 14,004 Value ($000) $606 Avg Close — Range —
Q3 2024
Shares 14,940 Value ($000) $682 Avg Close — Range —
Q2 2024
Shares 13,733 Value ($000) $552 Avg Close — Range —
Q1 2024
Shares 16,201 Value ($000) $660 Avg Close — Range —
Q4 2023
Shares 15,632 Value ($000) $601 Avg Close — Range —
Q3 2023
Shares 25,460 Value ($000) $893 Avg Close — Range —
Q2 2023
Shares 25,862 Value ($000) $959 Avg Close — Range —
Q1 2023
Shares 19,926 Value ($000) $757 Avg Close — Range —
Q4 2022
Shares 6,912 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 3,669 Value ($000) $130 Avg Close — Range —
Q2 2022
Shares 2,911 Value ($000) $116 Avg Close — Range —
Q1 2022
Shares 4,849 Value ($000) $213 Avg Close — Range —
Q4 2021
Shares 4,829 Value ($000) $203 Avg Close — Range —
Q3 2021
Shares 5,490 Value ($000) $215 Avg Close — Range —
Q2 2021
Shares 2,919 Value ($000) $117 Avg Close — Range —
Q1 2021
Shares 5,880 Value ($000) $225 Avg Close — Range —