SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,851 shares; 2025Q1: 12,475 shares; 2025Q2: 9,616 shares; 2025Q3: 9,153 shares 9,153 $6.1M 14% -463 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 54,915 shares; 2025Q1: 57,674 shares; 2025Q2: 56,974 shares; 2025Q3: 56,750 shares 56,750 $3.38M 7.77% -224 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 71,451 shares; 2025Q1: 111,406 shares; 2025Q2: 57,666 shares; 2025Q3: 77,436 shares 77,436 $3.31M 7.61% +19,770 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,314 shares; 2025Q1: 41,449 shares; 2025Q2: 43,329 shares; 2025Q3: 38,032 shares 38,032 $2.98M 6.84% -5,297 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 69,953 shares; 2025Q1: 67,340 shares; 2025Q2: 46,301 shares; 2025Q3: 56,000 shares 56,000 $2.62M 6.02% +9,699 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,641 shares; 2025Q1: 11,183 shares; 2025Q2: 19,912 shares; 2025Q3: 36,439 shares 36,439 $1.69M 3.88% +16,527 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 96,536 shares; 2025Q1: 108,005 shares; 2025Q2: 133,562 shares; 2025Q3: 60,523 shares 60,523 $1.58M 3.62% -73,039 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,645 shares; 2025Q1: 4,938 shares; 2025Q2: 2,236 shares; 2025Q3: 2,020 shares 2,020 $1.35M 3.1% -216 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,967 shares; 2025Q1: 40,403 shares; 2025Q2: 24,148 shares; 2025Q3: 46,728 shares 46,728 $1.34M 3.07% +22,580 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,307 shares; 2025Q1: 2,971 shares; 2025Q2: 7,680 shares; 2025Q3: 11,893 shares 11,893 $1.17M 2.68% +4,213 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,272 shares; 2025Q1: 25,633 shares; 2025Q2: 24,621 shares; 2025Q3: 25,411 shares 25,411 $1.16M 2.66% +790 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,993 shares; 2025Q1: 12,885 shares; 2025Q2: 12,010 shares; 2025Q3: 12,001 shares 12,001 $1.05M 2.41% -9 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,885 shares; 2025Q1: 6,987 shares; 2025Q2: not reported; 2025Q3: 10,798 shares 10,798 $991K 2.27% new Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,345 shares; 2025Q1: 41,590 shares; 2025Q2: 39,986 shares; 2025Q3: 37,387 shares 37,387 $877K 2.01% -2,599 Timeline EMHC SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,719 shares; 2025Q1: 31,279 shares; 2025Q2: 30,935 shares; 2025Q3: 32,231 shares 32,231 $812K 1.86% +1,296 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,643 shares; 2025Q1: 3,416 shares; 2025Q2: 2,654 shares; 2025Q3: 2,283 shares 2,283 $812K 1.86% -371 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,251 shares; 2025Q1: 13,362 shares; 2025Q2: 13,879 shares; 2025Q3: 14,150 shares 14,150 $809K 1.86% +271 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,636 shares; 2025Q1: 4,918 shares; 2025Q2: 4,497 shares; 2025Q3: 3,856 shares 3,856 $750K 1.72% -641 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,396 shares; 2025Q1: 18,770 shares; 2025Q2: 17,927 shares; 2025Q3: 15,810 shares 15,810 $738K 1.7% -2,117 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,754 shares; 2025Q1: 16,478 shares; 2025Q2: 16,638 shares; 2025Q3: 17,649 shares 17,649 $734K 1.68% +1,011 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,073 shares; 2025Q1: 18,405 shares; 2025Q2: 17,772 shares; 2025Q3: 17,494 shares 17,494 $703K 1.61% -278 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,487 shares; 2025Q1: 30,996 shares; 2025Q2: 29,569 shares; 2025Q3: 30,670 shares 30,670 $592K 1.36% +1,101 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,464 shares; 2025Q1: 3,464 shares; 2025Q2: 2,464 shares; 2025Q3: 2,464 shares 2,464 $582K 1.34% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,763 shares; 2025Q1: 1,720 shares; 2025Q2: 1,416 shares; 2025Q3: 1,237 shares 1,237 $579K 1.33% -179 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,700 shares; 2025Q1: 6,735 shares; 2025Q2: 4,801 shares; 2025Q3: 4,184 shares 4,184 $472K 1.08% -617 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,434 shares; 2025Q1: 5,633 shares; 2025Q2: 5,361 shares; 2025Q3: 4,946 shares 4,946 $471K 1.08% -415 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,969 shares; 2025Q1: 6,984 shares; 2025Q2: 6,475 shares; 2025Q3: 6,804 shares 6,804 $462K 1.06% +329 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,151 shares; 2025Q1: 6,575 shares; 2025Q2: 6,405 shares; 2025Q3: 7,584 shares 7,584 $449K 1.03% +1,179 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,656 shares; 2025Q1: 5,368 shares; 2025Q2: 5,229 shares; 2025Q3: 3,689 shares 3,689 $445K 1.02% -1,540 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,172 shares; 2025Q1: 1,689 shares; 2025Q2: 1,283 shares; 2025Q3: 719 shares 719 $440K 1.01% -564 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,042 shares; 2025Q1: 19,587 shares; 2025Q2: 18,743 shares; 2025Q3: 19,747 shares 19,747 $422K 0.97% +1,004 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,182 shares; 2025Q1: 4,749 shares; 2025Q2: 4,013 shares; 2025Q3: 3,087 shares 3,087 $352K 0.81% -926 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,703 shares; 2025Q1: 13,103 shares; 2025Q2: 7,698 shares; 2025Q3: 1,440 shares 1,440 $316K 0.73% -6,258 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,810 shares; 2025Q2: 3,670 shares; 2025Q3: 3,598 shares 3,598 $313K 0.72% -72 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,406 shares; 2025Q3: 4,263 shares 4,263 $281K 0.65% +857 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,476 shares; 2025Q1: 17,004 shares; 2025Q2: 14,846 shares; 2025Q3: 11,905 shares 11,905 $275K 0.63% -2,941 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,110 shares; 2025Q2: not reported; 2025Q3: 1,330 shares 1,330 $275K 0.63% new Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,629 shares; 2025Q1: 10,218 shares; 2025Q2: 10,325 shares; 2025Q3: 7,966 shares 7,966 $270K 0.62% -2,359 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,817 shares; 2025Q1: 1,976 shares; 2025Q2: 1,533 shares; 2025Q3: 887 shares 887 $261K 0.6% -646 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,163 shares; 2025Q1: 20,446 shares; 2025Q2: 63,307 shares; 2025Q3: 9,463 shares 9,463 $245K 0.56% -53,844 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,785 shares; 2025Q1: 1,966 shares; 2025Q2: 1,153 shares; 2025Q3: 942 shares 942 $240K 0.55% -211 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,167 shares; 2025Q1: 2,167 shares; 2025Q2: 2,167 shares; 2025Q3: 2,167 shares 2,167 $231K 0.53% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,455 shares; 2025Q1: 1,509 shares; 2025Q2: 1,441 shares; 2025Q3: 1,116 shares 1,116 $219K 0.5% -325 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,137 shares; 2025Q1: 2,061 shares; 2025Q2: 2,003 shares; 2025Q3: 1,471 shares 1,471 $214K 0.49% -532 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,296 shares; 2025Q1: 2,418 shares; 2025Q2: 1,381 shares; 2025Q3: 1,076 shares 1,076 $201K 0.46% -305 Timeline