SPDR SER TR

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

Wells Financial Advisors INC's Holding History (CIK: 0001844454)

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

Q4 2025
Shares 21,866 Value ($000) $2,333 Avg Close — Range —
Q3 2025
Shares 30,557 Value ($000) $3,194 Avg Close — Range —
Q2 2025
Shares 31,692 Value ($000) $3,021 Avg Close — Range —
Q1 2025
Shares 32,787 Value ($000) $2,635 Avg Close — Range —
Q4 2024
Shares 33,035 Value ($000) $2,904 Avg Close — Range —
Q3 2024
Shares 39,669 Value ($000) $3,290 Avg Close — Range —
Q2 2024
Shares 196,941 Value ($000) $15,781 Avg Close — Range —
Q1 2024
Shares 202,785 Value ($000) $14,834 Avg Close — Range —
Q4 2023
Shares 201,586 Value ($000) $13,115 Avg Close — Range —
Q3 2023
Shares 202,610 Value ($000) $12,011 Avg Close — Range —
Q2 2023
Shares 199,987 Value ($000) $12,201 Avg Close — Range —
Q1 2023
Shares 188,958 Value ($000) $10,461 Avg Close — Range —
Q4 2022
Shares 189,595 Value ($000) $9,607 Avg Close — Range —
Q3 2022
Shares 129,248 Value ($000) $6,475 Avg Close — Range —
Q2 2022
Shares 127,002 Value ($000) $6,640 Avg Close — Range —
Q1 2022
Shares 73,750 Value ($000) $4,883 Avg Close — Range —
Q4 2021
Shares 71,196 Value ($000) $5,160 Avg Close — Range —
Q3 2021
Shares 92,577 Value ($000) $5,927 Avg Close — Range —
Q2 2021
Shares 90,103 Value ($000) $5,674 Avg Close — Range —
Q1 2021
Shares 88,380 Value ($000) $4,985 Avg Close — Range —
Q4 2020
Shares 226,489 Value ($000) $12,523 Avg Close — Range —