SPDR SER TR

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

Xcel Wealth Management, LLC's Holding History (CIK: 0001791002)

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

Q4 2025
Shares 2,193 Value ($000) $234 Avg Close — Range —
Q3 2025
Shares 2,416 Value ($000) $253 Avg Close — Range —