SPDR SER TR

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

SFG Wealth Management, LLC.'s Holding History (CIK: 0001908914)

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

Q4 2025
Shares 5,714 Value ($000) $325 Avg Close — Range —
Q3 2025
Shares 4,953 Value ($000) $274 Avg Close — Range —
Q2 2025
Shares 5,452 Value ($000) $285 Avg Close — Range —
Q1 2025
Shares 5,621 Value ($000) $287 Avg Close — Range —
Q4 2024
Shares 5,645 Value ($000) $289 Avg Close — Range —
Q3 2024
Shares 4,410 Value ($000) $233 Avg Close — Range —
Q2 2024
Shares 4,778 Value ($000) $233 Avg Close — Range —
Q1 2024
Shares 4,841 Value ($000) $243 Avg Close — Range —
Q4 2023
Shares 5,023 Value ($000) $234 Avg Close — Range —
Q3 2023
Shares 5,167 Value ($000) $213 Avg Close — Range —
Q2 2023
Shares 5,016 Value ($000) $217 Avg Close — Range —
Q1 2023
Shares 4,995 Value ($000) $203 Avg Close — Range —
Q4 2021
Shares 46,620 Value ($000) $1,958 Avg Close — Range —