SPDR SER TR

Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL

WCG Wealth Advisors LLC's Holding History (CIK: 0001855713)

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

Q4 2025
Shares 76,347 Value ($000) $4,337 Avg Close — Range —
Q3 2025
Shares 53,154 Value ($000) $2,941 Avg Close — Range —
Q2 2025
Shares 54,272 Value ($000) $2,841 Avg Close — Range —
Q1 2025
Shares 56,178 Value ($000) $2,869 Avg Close — Range —
Q4 2024
Shares 55,625 Value ($000) $2,845 Avg Close — Range —
Q3 2024
Shares 62,055 Value ($000) $3 Avg Close — Range —
Q2 2024
Shares 44,546 Value ($000) $2 Avg Close — Range —
Q1 2024
Shares 37,663 Value ($000) $2 Avg Close — Range —
Q4 2023
Shares 33,311 Value ($000) $2 Avg Close — Range —
Q3 2023
Shares 31,977 Value ($000) $1 Avg Close — Range —
Q2 2023
Shares 13,271 Value ($000) $1 Avg Close — Range —
Q1 2023
Shares 13,777 Value ($000) $1 Avg Close — Range —
Q4 2022
Shares 17,438 Value ($000) $678 Avg Close — Range —
Q3 2022
Shares 17,718 Value ($000) $611 Avg Close — Range —
Q2 2022
Shares 7,793 Value ($000) $219 Avg Close — Range —