SPDR SER TR

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

Strategies Wealth Advisors, LLC's Holding History (CIK: 0001976435)

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

Q4 2025
Shares 3,178 Value ($000) $339 Avg Close — Range —
Q3 2025
Shares 4,140 Value ($000) $433 Avg Close — Range —
Q2 2025
Shares 4,655 Value ($000) $444 Avg Close — Range —
Q1 2025
Shares 5,245 Value ($000) $422 Avg Close — Range —
Q4 2024
Shares 5,341 Value ($000) $488 Avg Close — Range —
Q3 2024
Shares 5,997 Value ($000) $497 Avg Close — Range —
Q2 2024
Shares 6,094 Value ($000) $488 Avg Close — Range —
Q1 2024
Shares 6,121 Value ($000) $448 Avg Close — Range —
Q4 2023
Shares 6,659 Value ($000) $433 Avg Close — Range —
Q3 2023
Shares 6,699 Value ($000) $397 Avg Close — Range —
Q2 2023
Shares 6,699 Value ($000) $409 Avg Close — Range —
Q1 2023
Shares 6,699 Value ($000) $371 Avg Close — Range —
Q4 2022
Shares 7,046 Value ($000) $357 Avg Close — Range —