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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,851 shares; 2025Q1: 12,475 shares; 2025Q2: 9,616 shares; 2025Q3: 9,153 shares; 2025Q4: 8,938 shares; 2026Q1: 7,181 shares 7,181 $4.67M 10.45% -1,757 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 71,451 shares; 2025Q1: 111,406 shares; 2025Q2: 57,666 shares; 2025Q3: 77,436 shares; 2025Q4: 93,095 shares; 2026Q1: 86,600 shares 86,600 $3.95M 8.84% -6,495 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 54,915 shares; 2025Q1: 57,674 shares; 2025Q2: 56,974 shares; 2025Q3: 56,750 shares; 2025Q4: 56,229 shares; 2026Q1: 57,900 shares 57,900 $3.34M 7.48% +1,671 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 96,536 shares; 2025Q1: 108,005 shares; 2025Q2: 133,562 shares; 2025Q3: 60,523 shares; 2025Q4: 97,823 shares; 2026Q1: 125,147 shares 125,147 $3.22M 7.2% +27,324 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,314 shares; 2025Q1: 41,449 shares; 2025Q2: 43,329 shares; 2025Q3: 38,032 shares; 2025Q4: 36,153 shares; 2026Q1: 37,180 shares 37,180 $2.85M 6.37% +1,027 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 69,953 shares; 2025Q1: 67,340 shares; 2025Q2: 46,301 shares; 2025Q3: 56,000 shares; 2025Q4: 54,510 shares; 2026Q1: 54,976 shares 54,976 $2.58M 5.77% +466 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,967 shares; 2025Q1: 40,403 shares; 2025Q2: 24,148 shares; 2025Q3: 46,728 shares; 2025Q4: 29,616 shares; 2026Q1: 39,447 shares 39,447 $1.39M 3.11% +9,831 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,645 shares; 2025Q1: 4,938 shares; 2025Q2: 2,236 shares; 2025Q3: 2,020 shares; 2025Q4: 2,014 shares; 2026Q1: 1,966 shares 1,966 $1.28M 2.87% -48 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,272 shares; 2025Q1: 25,633 shares; 2025Q2: 24,621 shares; 2025Q3: 25,411 shares; 2025Q4: 27,622 shares; 2026Q1: 27,622 shares 27,622 $1.25M 2.8% 0 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,641 shares; 2025Q1: 11,183 shares; 2025Q2: 19,912 shares; 2025Q3: 36,439 shares; 2025Q4: 28,908 shares; 2026Q1: 22,863 shares 22,863 $1.1M 2.47% -6,045 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,993 shares; 2025Q1: 12,885 shares; 2025Q2: 12,010 shares; 2025Q3: 12,001 shares; 2025Q4: 11,983 shares; 2026Q1: 11,498 shares 11,498 $1.04M 2.33% -485 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,345 shares; 2025Q1: 41,590 shares; 2025Q2: 39,986 shares; 2025Q3: 37,387 shares; 2025Q4: 37,101 shares; 2026Q1: 38,382 shares 38,382 $891K 1.99% +1,281 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,251 shares; 2025Q1: 13,362 shares; 2025Q2: 13,879 shares; 2025Q3: 14,150 shares; 2025Q4: 14,455 shares; 2026Q1: 14,152 shares 14,152 $838K 1.87% -303 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,719 shares; 2025Q1: 31,279 shares; 2025Q2: 30,935 shares; 2025Q3: 32,231 shares; 2025Q4: 33,071 shares; 2026Q1: 33,539 shares 33,539 $832K 1.86% +468 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,643 shares; 2025Q1: 3,416 shares; 2025Q2: 2,654 shares; 2025Q3: 2,283 shares; 2025Q4: 2,042 shares; 2026Q1: 1,816 shares 1,816 $781K 1.75% -226 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,754 shares; 2025Q1: 16,478 shares; 2025Q2: 16,638 shares; 2025Q3: 17,649 shares; 2025Q4: 18,479 shares; 2026Q1: 19,107 shares 19,107 $767K 1.72% +628 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 33,872 shares; 2025Q2: 35,561 shares; 2025Q3: not reported; 2025Q4: 10,636 shares; 2026Q1: 32,863 shares 32,863 $730K 1.63% +22,227 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,396 shares; 2025Q1: 18,770 shares; 2025Q2: 17,927 shares; 2025Q3: 15,810 shares; 2025Q4: 15,483 shares; 2026Q1: 15,618 shares 15,618 $721K 1.61% +135 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,700 shares; 2025Q1: 6,735 shares; 2025Q2: 4,801 shares; 2025Q3: 4,184 shares; 2025Q4: 4,184 shares; 2026Q1: 4,184 shares 4,184 $710K 1.59% 0 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,073 shares; 2025Q1: 18,405 shares; 2025Q2: 17,772 shares; 2025Q3: 17,494 shares; 2025Q4: 17,270 shares; 2026Q1: 16,600 shares 16,600 $701K 1.57% -670 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,307 shares; 2025Q1: 2,971 shares; 2025Q2: 7,680 shares; 2025Q3: 11,893 shares; 2025Q4: 2,773 shares; 2026Q1: 6,667 shares 6,667 $638K 1.43% +3,894 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,487 shares; 2025Q1: 30,996 shares; 2025Q2: 29,569 shares; 2025Q3: 30,670 shares; 2025Q4: 32,353 shares; 2026Q1: 32,741 shares 32,741 $628K 1.41% +388 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,636 shares; 2025Q1: 4,918 shares; 2025Q2: 4,497 shares; 2025Q3: 3,856 shares; 2025Q4: 3,816 shares; 2026Q1: 3,144 shares 3,144 $603K 1.35% -672 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,464 shares; 2025Q1: 3,464 shares; 2025Q2: 2,464 shares; 2025Q3: 2,464 shares; 2025Q4: 2,464 shares; 2026Q1: 2,464 shares 2,464 $598K 1.34% 0 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,206 shares; 2025Q2: 11,899 shares; 2025Q3: not reported; 2025Q4: 43,772 shares; 2026Q1: 22,665 shares 22,665 $596K 1.33% -21,107 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,151 shares; 2025Q1: 6,575 shares; 2025Q2: 6,405 shares; 2025Q3: 7,584 shares; 2025Q4: 8,600 shares; 2026Q1: 9,733 shares 9,733 $566K 1.27% +1,133 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,969 shares; 2025Q1: 6,984 shares; 2025Q2: 6,475 shares; 2025Q3: 6,804 shares; 2025Q4: 6,948 shares; 2026Q1: 7,356 shares 7,356 $547K 1.22% +408 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,163 shares; 2025Q1: 20,446 shares; 2025Q2: 63,307 shares; 2025Q3: 9,463 shares; 2025Q4: 14,677 shares; 2026Q1: 21,291 shares 21,291 $545K 1.22% +6,614 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,656 shares; 2025Q1: 5,368 shares; 2025Q2: 5,229 shares; 2025Q3: 3,689 shares; 2025Q4: 3,993 shares; 2026Q1: 4,319 shares 4,319 $489K 1.09% +326 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,434 shares; 2025Q1: 5,633 shares; 2025Q2: 5,361 shares; 2025Q3: 4,946 shares; 2025Q4: 4,795 shares; 2026Q1: 4,976 shares 4,976 $472K 1.06% +181 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,428 shares 5,428 $470K 1.05% new 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,172 shares; 2025Q1: 1,689 shares; 2025Q2: 1,283 shares; 2025Q3: 719 shares; 2025Q4: 711 shares; 2026Q1: 732 shares 732 $437K 0.98% +21 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,042 shares; 2025Q1: 19,587 shares; 2025Q2: 18,743 shares; 2025Q3: 19,747 shares; 2025Q4: 20,531 shares; 2026Q1: 20,803 shares 20,803 $429K 0.96% +272 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,110 shares; 2025Q2: not reported; 2025Q3: 1,330 shares; 2025Q4: 1,616 shares; 2026Q1: 1,937 shares 1,937 $409K 0.91% +321 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,763 shares; 2025Q1: 1,720 shares; 2025Q2: 1,416 shares; 2025Q3: 1,237 shares; 2025Q4: 1,230 shares; 2026Q1: 900 shares 900 $384K 0.86% -330 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,406 shares; 2025Q3: 4,263 shares; 2025Q4: 4,448 shares; 2026Q1: 4,852 shares 4,852 $338K 0.76% +404 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,296 shares; 2025Q1: 2,418 shares; 2025Q2: 1,381 shares; 2025Q3: 1,076 shares; 2025Q4: 1,091 shares; 2026Q1: 1,665 shares 1,665 $327K 0.73% +574 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,182 shares; 2025Q1: 4,749 shares; 2025Q2: 4,013 shares; 2025Q3: 3,087 shares; 2025Q4: 2,852 shares; 2026Q1: 2,716 shares 2,716 $302K 0.68% -136 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,703 shares; 2025Q1: 13,103 shares; 2025Q2: 7,698 shares; 2025Q3: 1,440 shares; 2025Q4: 1,358 shares; 2026Q1: 1,350 shares 1,350 $281K 0.63% -8 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,817 shares; 2025Q1: 1,976 shares; 2025Q2: 1,533 shares; 2025Q3: 887 shares; 2025Q4: 885 shares; 2026Q1: 970 shares 970 $279K 0.62% +85 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,650 shares; 2026Q1: 5,832 shares 5,832 $267K 0.6% +1,182 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,547 shares; 2026Q1: 4,700 shares 4,700 $256K 0.57% +1,153 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,476 shares; 2025Q1: 17,004 shares; 2025Q2: 14,846 shares; 2025Q3: 11,905 shares; 2025Q4: 11,042 shares; 2026Q1: 11,078 shares 11,078 $254K 0.57% +36 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,785 shares; 2025Q1: 1,966 shares; 2025Q2: 1,153 shares; 2025Q3: 942 shares; 2025Q4: 941 shares; 2026Q1: 943 shares 943 $247K 0.55% +2 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,885 shares; 2025Q1: 6,987 shares; 2025Q2: not reported; 2025Q3: 10,798 shares; 2025Q4: not reported; 2026Q1: 2,662 shares 2,662 $244K 0.55% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,167 shares; 2025Q1: 2,167 shares; 2025Q2: 2,167 shares; 2025Q3: 2,167 shares; 2025Q4: 2,167 shares; 2026Q1: 2,167 shares 2,167 $230K 0.51% 0 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,026 shares 4,026 $209K 0.47% new Timeline