SPDR SER TR

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

Plan Group Financial, LLC's Holding History (CIK: 0001940033)

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

Q3 2025
Shares 8,702 Value ($000) $383 Avg Close — Range —
Q2 2025
Shares 8,100 Value ($000) $344 Avg Close — Range —
Q1 2025
Shares 10,600 Value ($000) $469 Avg Close — Range —