SPDR SER TR

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

Wellspring Financial Advisors, LLC's Holding History (CIK: 0001811308)

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

Q4 2025
Shares 78,086 Value ($000) $8,332 Avg Close — Range —
Q3 2025
Shares 80,064 Value ($000) $8,367 Avg Close — Range —
Q2 2025
Shares 81,406 Value ($000) $7,760 Avg Close — Range —
Q1 2025
Shares 83,633 Value ($000) $6,722 Avg Close — Range —
Q4 2024
Shares 256,699 Value ($000) $9,020 Avg Close — Range —
Q3 2024
Shares 245,254 Value ($000) $8,526 Avg Close — Range —
Q2 2024
Shares 104,343 Value ($000) $8,361 Avg Close — Range —
Q1 2024
Shares 110,229 Value ($000) $8,063 Avg Close — Range —
Q4 2023
Shares 112,067 Value ($000) $7,291 Avg Close — Range —
Q3 2023
Shares 118,963 Value ($000) $7,052 Avg Close — Range —
Q2 2023
Shares 118,211 Value ($000) $7,212 Avg Close — Range —
Q1 2023
Shares 115,837 Value ($000) $6,413 Avg Close — Range —
Q4 2022
Shares 43,873 Value ($000) $2,223 Avg Close — Range —