SPDR SER TR

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

Wallace Advisory Group, LLC's Holding History (CIK: 0001932645)

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

Q4 2025
Shares 10,760 Value ($000) $1,148 Avg Close Range
Q3 2025
Shares 13,387 Value ($000) $1,276 Avg Close Range
Q2 2025
Shares 13,177 Value ($000) $1,059 Avg Close Range
Q1 2025
Shares 13,193 Value ($000) $1,160 Avg Close Range
Q4 2024
Shares 8,979 Value ($000) $745 Avg Close Range
Q3 2024
Shares 9,482 Value ($000) $760 Avg Close Range
Q2 2024
Shares 9,482 Value ($000) $760 Avg Close Range
Q1 2024
Shares 7,409 Value ($000) $482 Avg Close Range
Q4 2023
Shares 8,439 Value ($000) $500 Avg Close Range
Q3 2023
Shares 8,532 Value ($000) $521 Avg Close Range
Q2 2023
Shares 8,758 Value ($000) $485 Avg Close Range
Q1 2023
Shares 8,758 Value ($000) $485 Avg Close Range
Q4 2022
Shares 8,432 Value ($000) $427 Avg Close Range