SPDR SER TR

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

Advisor OS, LLC's Holding History (CIK: 0001767580)

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

Q4 2025
Shares 69,505 Value ($000) $7,416 Avg Close — Range —
Q3 2025
Shares 45,984 Value ($000) $4,806 Avg Close — Range —
Q2 2025
Shares 47,355 Value ($000) $4,514 Avg Close — Range —
Q1 2025
Shares 8,806 Value ($000) $708 Avg Close — Range —
Q4 2024
Shares 49,475 Value ($000) $4,349 Avg Close — Range —
Q3 2024
Shares 50,743 Value ($000) $4,209 Avg Close — Range —
Q2 2024
Shares 51,195 Value ($000) $4,102 Avg Close — Range —
Q1 2024
Shares 52,714 Value ($000) $3,856 Avg Close — Range —
Q4 2023
Shares 55,029 Value ($000) $3,580 Avg Close — Range —
Q3 2023
Shares 64,577 Value ($000) $3,828 Avg Close — Range —
Q2 2023
Shares 65,388 Value ($000) $3,989 Avg Close — Range —
Q1 2023
Shares 71,879 Value ($000) $3,979 Avg Close — Range —
Q4 2022
Shares 8,903 Value ($000) $451 Avg Close — Range —
Q3 2022
Shares 8,792 Value ($000) $440 Avg Close — Range —
Q2 2022
Shares 7,420 Value ($000) $388 Avg Close — Range —
Q1 2022
Shares 67,384 Value ($000) $4,462 Avg Close — Range —
Q4 2021
Shares 72,140 Value ($000) $5,228 Avg Close — Range —
Q3 2021
Shares 71,829 Value ($000) $4,599 Avg Close — Range —
Q2 2021
Shares 71,685 Value ($000) $4,514 Avg Close — Range —
Q1 2021
Shares 75,051 Value ($000) $4,233 Avg Close — Range —
Q2 2020
Shares 75,951 Value ($000) $3,412 Avg Close — Range —