SPDR SER TR

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

Optivise Advisory Services LLC's Holding History (CIK: 0002042876)

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

Q4 2025
Shares 18,047 Value ($000) $1,926 Avg Close — Range —
Q3 2025
Shares 17,895 Value ($000) $1,870 Avg Close — Range —
Q2 2025
Shares 17,904 Value ($000) $1,707 Avg Close — Range —
Q1 2025
Shares 18,177 Value ($000) $1,461 Avg Close — Range —
Q4 2024
Shares 20,582 Value ($000) $1,809 Avg Close — Range —
Q3 2024
Shares 21,847 Value ($000) $1,812 Avg Close — Range —
Q2 2024
Shares 22,263 Value ($000) $1,784 Avg Close — Range —