SPDR SER TR

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

WCG Wealth Advisors LLC's Holding History (CIK: 0001855713)

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

Q4 2025
Shares 71,089 Value ($000) $7,581 Avg Close — Range —
Q3 2025
Shares 59,641 Value ($000) $6,233 Avg Close — Range —
Q2 2025
Shares 52,163 Value ($000) $4,972 Avg Close — Range —
Q1 2025
Shares 24,198 Value ($000) $1,945 Avg Close — Range —
Q4 2024
Shares 25,102 Value ($000) $2,206 Avg Close — Range —
Q3 2024
Shares 28,364 Value ($000) $2 Avg Close — Range —
Q2 2024
Shares 29,019 Value ($000) $2 Avg Close — Range —
Q1 2024
Shares 28,613 Value ($000) $2 Avg Close — Range —
Q4 2023
Shares 30,525 Value ($000) $2 Avg Close — Range —
Q3 2023
Shares 29,413 Value ($000) $2 Avg Close — Range —
Q3 2022
Shares 9,839 Value ($000) $493 Avg Close — Range —
Q2 2022
Shares 14,068 Value ($000) $735 Avg Close — Range —