SPDR SER TR

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

Uptown Financial Advisors LLC's Holding History (CIK: 0002066147)

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

Q4 2025
Shares 48,337 Value ($000) $5,158 Avg Close Range
Q3 2025
Shares 49,489 Value ($000) $5,172 Avg Close Range
Q2 2025
Shares 49,410 Value ($000) $4,710 Avg Close Range
Q1 2025
Shares 44,368 Value ($000) $3,566 Avg Close Range
Q4 2024
Shares 43,838 Value ($000) $3,853 Avg Close Range