SPDR SER TR

Ticker: SPYD CUSIP: 78468R788 Class: PRTFLO S&P500 HI

Foundations Investment Advisors, LLC's Holding History (CIK: 0001743404)

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

Q4 2025
Shares 5,476 Value ($000) $237 Avg Close — Range —
Q3 2025
Shares 5,097 Value ($000) $224 Avg Close — Range —
Q2 2025
Shares 5,080 Value ($000) $216 Avg Close — Range —
Q1 2025
Shares 5,065 Value ($000) $224 Avg Close — Range —
Q4 2024
Shares 21,709 Value ($000) $939 Avg Close — Range —
Q3 2024
Shares 19,606 Value ($000) $895 Avg Close — Range —
Q2 2024
Shares 19,540 Value ($000) $786 Avg Close — Range —
Q1 2024
Shares 19,401 Value ($000) $790 Avg Close — Range —
Q4 2023
Shares 21,490 Value ($000) $834 Avg Close — Range —
Q3 2023
Shares 20,799 Value ($000) $729 Avg Close — Range —
Q2 2023
Shares 19,097 Value ($000) $708 Avg Close — Range —
Q1 2023
Shares 5,911 Value ($000) $225 Avg Close — Range —
Q4 2022
Shares 9,176 Value ($000) $363 Avg Close — Range —
Q4 2019
Shares 45,733 Value ($000) $1,789 Avg Close — Range —
Q3 2019
Shares 38,370 Value ($000) $1,415 Avg Close — Range —
Q2 2019
Shares 16,350 Value ($000) $629 Avg Close — Range —
Q1 2019
Shares 7,727 Value ($000) $292 Avg Close — Range —
Q3 2018
Shares 11,125 Value ($000) $417 Avg Close — Range —
Q2 2018
Shares 6,050 Value ($000) $226 Avg Close — Range —