SPDR SER TR

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

Higgins & Schmidt Wealth Strategies LLC's Holding History (CIK: 0001941260)

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

Q4 2025
Shares 329,429 Value ($000) $35,150 Avg Close — Range —
Q3 2025
Shares 321,485 Value ($000) $33,598 Avg Close — Range —
Q2 2025
Shares 328,557 Value ($000) $31,318 Avg Close — Range —
Q1 2025
Shares 322,382 Value ($000) $25,910 Avg Close — Range —
Q4 2024
Shares 317,749 Value ($000) $27,930 Avg Close — Range —
Q3 2024
Shares 251,434 Value ($000) $20,854 Avg Close — Range —
Q2 2024
Shares 250,140 Value ($000) $20,044 Avg Close — Range —
Q1 2024
Shares 255,920 Value ($000) $18,721 Avg Close — Range —
Q4 2023
Shares 252,152 Value ($000) $16,405 Avg Close — Range —