SPDR SER TR

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

Foundations Investment Advisors, LLC's Holding History (CIK: 0001743404)

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

Q4 2025
Shares 39,950 Value ($000) $4,263 Avg Close — Range —
Q3 2025
Shares 43,609 Value ($000) $4,558 Avg Close — Range —
Q2 2025
Shares 40,630 Value ($000) $3,873 Avg Close — Range —
Q1 2025
Shares 42,730 Value ($000) $3,434 Avg Close — Range —
Q4 2024
Shares 30,803 Value ($000) $2,708 Avg Close — Range —
Q3 2024
Shares 54,423 Value ($000) $4,514 Avg Close — Range —
Q2 2024
Shares 33,994 Value ($000) $2,724 Avg Close — Range —
Q1 2024
Shares 34,064 Value ($000) $2,492 Avg Close — Range —
Q4 2023
Shares 31,436 Value ($000) $2,137 Avg Close — Range —
Q3 2023
Shares 43,233 Value ($000) $2,563 Avg Close — Range —
Q2 2023
Shares 143,852 Value ($000) $8,776 Avg Close — Range —
Q1 2023
Shares 154,690 Value ($000) $8,564 Avg Close — Range —
Q2 2021
Shares 5,217 Value ($000) $337 Avg Close — Range —
Q2 2018
Shares 7,028 Value ($000) $247 Avg Close — Range —