SPDR SER TR

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

Valeo Financial Advisors, LLC's Holding History (CIK: 0001722641)

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

Q4 2025
Shares 32,629 Value ($000) $3,482 Avg Close — Range —
Q3 2025
Shares 32,241 Value ($000) $3,370 Avg Close — Range —
Q2 2025
Shares 31,788 Value ($000) $3,030 Avg Close — Range —
Q1 2025
Shares 31,690 Value ($000) $2,547 Avg Close — Range —
Q4 2024
Shares 31,767 Value ($000) $2,792 Avg Close — Range —
Q3 2024
Shares 29,436 Value ($000) $2,441 Avg Close — Range —
Q2 2024
Shares 29,541 Value ($000) $2,367 Avg Close — Range —
Q1 2024
Shares 29,253 Value ($000) $2,062 Avg Close — Range —
Q4 2023
Shares 28,904 Value ($000) $1,880 Avg Close — Range —
Q3 2023
Shares 29,130 Value ($000) $1,727 Avg Close — Range —
Q1 2023
Shares 4,094 Value ($000) $227 Avg Close — Range —
Q2 2022
Shares 5,225 Value ($000) $273 Avg Close — Range —
Q1 2022
Shares 5,854 Value ($000) $388 Avg Close — Range —
Q4 2021
Shares 3,868 Value ($000) $280 Avg Close — Range —
Q1 2021
Shares 1,360 Value ($000) $77 Avg Close — Range —
Q4 2020
Shares 1,360 Value ($000) $75 Avg Close — Range —
Q3 2020
Shares 248 Value ($000) $12 Avg Close — Range —
Q2 2020
Shares 1,866 Value ($000) $84 Avg Close — Range —
Q1 2020
Shares 1,572 Value ($000) $60 Avg Close — Range —