SPDR SER TR

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

Intergy Private Wealth, LLC's Holding History (CIK: 0001911342)

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

Q4 2025
Shares 90,198 Value ($000) $9,624 Avg Close — Range —
Q3 2025
Shares 90,197 Value ($000) $9,427 Avg Close — Range —
Q2 2025
Shares 91,980 Value ($000) $8,768 Avg Close — Range —
Q1 2025
Shares 92,226 Value ($000) $7,412 Avg Close — Range —
Q4 2024
Shares 93,855 Value ($000) $8,250 Avg Close — Range —
Q3 2024
Shares 93,854 Value ($000) $7,784 Avg Close — Range —
Q2 2024
Shares 94,054 Value ($000) $7,537 Avg Close — Range —
Q1 2024
Shares 94,745 Value ($000) $6,931 Avg Close — Range —
Q4 2023
Shares 95,003 Value ($000) $6,181 Avg Close — Range —
Q3 2023
Shares 90,794 Value ($000) $5,382 Avg Close — Range —
Q2 2023
Shares 90,791 Value ($000) $5,539 Avg Close — Range —
Q1 2023
Shares 91,388 Value ($000) $5,059 Avg Close — Range —
Q4 2022
Shares 92,067 Value ($000) $4,665 Avg Close — Range —
Q3 2022
Shares 99,430 Value ($000) $4,981 Avg Close — Range —