SPDR SER TR

Ticker: SPYG CUSIP: 78464A409 Class: PRTFLO S&P500 GW

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

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

Q4 2025
Shares 223 Value ($000) $24 Avg Close — Range —
Q3 2025
Shares 223 Value ($000) $23 Avg Close — Range —
Q1 2023
Shares 1,182 Value ($000) $65 Avg Close — Range —
Q4 2022
Shares 2,595 Value ($000) $131 Avg Close — Range —