SPDR SER TR

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

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q3 2025
Shares 188 Value ($000) $8 Avg Close — Range —
Q2 2025
Shares 188 Value ($000) $8 Avg Close — Range —
Q1 2025
Shares 188 Value ($000) $8 Avg Close — Range —