SPDR SER TR

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

WILLNER & HELLER, LLC's Holding History (CIK: 0001927796)

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

Q4 2025
Shares 8,531 Value ($000) $910 Avg Close — Range —
Q3 2025
Shares 8,635 Value ($000) $902 Avg Close — Range —
Q2 2025
Shares 8,933 Value ($000) $851 Avg Close — Range —
Q1 2025
Shares 9,211 Value ($000) $740 Avg Close — Range —
Q4 2024
Shares 9,199 Value ($000) $809 Avg Close — Range —
Q3 2024
Shares 9,240 Value ($000) $766 Avg Close — Range —
Q2 2024
Shares 9,275 Value ($000) $743 Avg Close — Range —
Q1 2024
Shares 9,261 Value ($000) $677 Avg Close — Range —
Q4 2023
Shares 9,248 Value ($000) $602 Avg Close — Range —
Q4 2022
Shares 8,976 Value ($000) $455 Avg Close — Range —
Q3 2022
Shares 8,520 Value ($000) $427 Avg Close — Range —
Q2 2022
Shares 8,644 Value ($000) $452 Avg Close — Range —
Q1 2022
Shares 8,589 Value ($000) $622 Avg Close — Range —
Q4 2021
Shares 10,439 Value ($000) $668 Avg Close — Range —