SPDR SER TR

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

Wealthspire Advisors, LLC's Holding History (CIK: 0001646247)

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

Q4 2025
Shares 95,758 Value ($000) $10,217 Avg Close — Range —
Q3 2025
Shares 94,153 Value ($000) $9,840 Avg Close — Range —
Q2 2025
Shares 149,058 Value ($000) $14,208 Avg Close — Range —
Q1 2025
Shares 141,797 Value ($000) $11,396 Avg Close — Range —
Q4 2024
Shares 147,388 Value ($000) $12,955 Avg Close — Range —
Q3 2024
Shares 138,533 Value ($000) $11,490 Avg Close — Range —
Q2 2024
Shares 148,278 Value ($000) $11,882 Avg Close — Range —
Q1 2024
Shares 163,419 Value ($000) $11,954 Avg Close — Range —
Q4 2023
Shares 176,289 Value ($000) $11,469 Avg Close — Range —
Q3 2022
Shares 4,803 Value ($000) $241 Avg Close — Range —
Q1 2022
Shares 3,017 Value ($000) $200 Avg Close — Range —
Q4 2021
Shares 3,017 Value ($000) $219 Avg Close — Range —
Q3 2021
Shares 3,142 Value ($000) $201 Avg Close — Range —
Q2 2021
Shares 3,242 Value ($000) $204 Avg Close — Range —
Q1 2021
Shares 4,467 Value ($000) $252 Avg Close — Range —