SPDR SER TR

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

LGT Financial Advisors LLC's Holding History (CIK: 0001965191)

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

Q3 2025
Shares 9,415 Value ($000) $521 Avg Close — Range —
Q2 2025
Shares 13,865 Value ($000) $726 Avg Close — Range —
Q1 2025
Shares 9,110 Value ($000) $465 Avg Close — Range —
Q4 2024
Shares 6,137 Value ($000) $314 Avg Close — Range —
Q3 2024
Shares 5,401 Value ($000) $285 Avg Close — Range —
Q2 2024
Shares 4,427 Value ($000) $216 Avg Close — Range —
Q1 2024
Shares 3,485 Value ($000) $175 Avg Close — Range —