SPDR SER TR

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

Higgins & Schmidt Wealth Strategies LLC's Holding History (CIK: 0001941260)

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

Q4 2025
Shares 616,365 Value ($000) $35,016 Avg Close — Range —
Q3 2025
Shares 588,198 Value ($000) $32,545 Avg Close — Range —
Q2 2025
Shares 564,436 Value ($000) $29,543 Avg Close — Range —
Q1 2025
Shares 503,601 Value ($000) $25,719 Avg Close — Range —
Q4 2024
Shares 483,639 Value ($000) $24,733 Avg Close — Range —
Q3 2024
Shares 250,519 Value ($000) $13,242 Avg Close — Range —
Q2 2024
Shares 239,279 Value ($000) $11,662 Avg Close — Range —
Q1 2024
Shares 233,224 Value ($000) $11,685 Avg Close — Range —
Q4 2023
Shares 224,241 Value ($000) $10,456 Avg Close — Range —