SPDR SER TR

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

Wealthspire Retirement, LLC's Holding History (CIK: 0002040084)

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

Q4 2025
Shares 5,084 Value ($000) $220 Avg Close — Range —
Q1 2025
Shares 4,797 Value ($000) $212 Avg Close — Range —
Q4 2024
Shares 4,752 Value ($000) $205 Avg Close — Range —
Q3 2024
Shares 4,692 Value ($000) $214 Avg Close — Range —
Q4 2023
Shares 7,038 Value ($000) $276 Avg Close — Range —
Q3 2023
Shares 6,943 Value ($000) $243 Avg Close — Range —
Q2 2023
Shares 6,860 Value ($000) $254 Avg Close — Range —
Q1 2023
Shares 6,770 Value ($000) $257 Avg Close — Range —
Q4 2022
Shares 7,046 Value ($000) $279 Avg Close — Range —
Q3 2022
Shares 6,951 Value ($000) $247 Avg Close — Range —
Q2 2022
Shares 9,372 Value ($000) $374 Avg Close — Range —
Q1 2022
Shares 13,390 Value ($000) $589 Avg Close — Range —
Q4 2021
Shares 15,050 Value ($000) $633 Avg Close — Range —
Q3 2021
Shares 15,005 Value ($000) $587 Avg Close — Range —
Q2 2021
Shares 14,858 Value ($000) $596 Avg Close — Range —
Q1 2021
Shares 15,039 Value ($000) $579 Avg Close — Range —
Q4 2020
Shares 14,789 Value ($000) $487 Avg Close — Range —
Q3 2020
Shares 25,429 Value ($000) $697 Avg Close — Range —
Q2 2020
Shares 27,498 Value ($000) $766 Avg Close — Range —
Q1 2020
Shares 29,282 Value ($000) $720 Avg Close — Range —
Q4 2019
Shares 25,026 Value ($000) $982 Avg Close — Range —