SPDR SER TR

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

Strategic Financial Concepts, LLC's Holding History (CIK: 0001870686)

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

Q4 2025
Shares 6,696 Value ($000) $714 Avg Close — Range —
Q3 2025
Shares 875,270 Value ($000) $91,474 Avg Close — Range —
Q2 2025
Shares 851,088 Value ($000) $81,126 Avg Close — Range —
Q1 2025
Shares 8,878 Value ($000) $714 Avg Close — Range —
Q4 2024
Shares 33,501 Value ($000) $2,945 Avg Close — Range —
Q3 2024
Shares 7,220 Value ($000) $599 Avg Close — Range —
Q2 2024
Shares 597,683 Value ($000) $1,217 Avg Close — Range —
Q1 2024
Shares 14,717 Value ($000) $1,077 Avg Close — Range —
Q4 2023
Shares 20,252 Value ($000) $1,318 Avg Close — Range —
Q3 2023
Shares 11,476 Value ($000) $680 Avg Close — Range —
Q2 2023
Shares 25,355 Value ($000) $1,547 Avg Close — Range —
Q1 2023
Shares 26,606 Value ($000) $1,473 Avg Close — Range —