SPDR SER TR

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

KW WEALTH MANAGEMENT LLC's Holding History (CIK: 0002078696)

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

Q4 2025
Shares 6,430 Value ($000) $278 Avg Close — Range —
Q3 2025
Shares 5,818 Value ($000) $256 Avg Close — Range —