SPDR SER TR

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

Phoenix Wealth Advisors's Holding History (CIK: 0001842362)

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

Q4 2025
Shares 61,016 Value ($000) $2,639 Avg Close — Range —
Q3 2025
Shares 42,996 Value ($000) $1,892 Avg Close — Range —
Q2 2025
Shares 34,141 Value ($000) $1,449 Avg Close — Range —