SPDR SER TR

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

Fusion Family Wealth LLC's Holding History (CIK: 0001696209)

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

Q4 2025
Shares 2,609 Value ($000) $278 Avg Close — Range —
Q3 2025
Shares 2,609 Value ($000) $273 Avg Close — Range —
Q2 2025
Shares 2,609 Value ($000) $249 Avg Close — Range —
Q1 2025
Shares 2,609 Value ($000) $210 Avg Close — Range —
Q4 2024
Shares 2,609 Value ($000) $229 Avg Close — Range —
Q3 2024
Shares 2,609 Value ($000) $216 Avg Close — Range —
Q2 2024
Shares 2,609 Value ($000) $209 Avg Close — Range —