SPDR SER TR

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

CALTON & ASSOCIATES, INC.'s Holding History (CIK: 0000822648)

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

Q4 2025
Shares 22,951 Value ($000) $1,304 Avg Close — Range —
Q3 2025
Shares 22,465 Value ($000) $1,243 Avg Close — Range —
Q2 2025
Shares 21,651 Value ($000) $1,133 Avg Close — Range —
Q1 2025
Shares 32,819 Value ($000) $1,676 Avg Close — Range —
Q4 2024
Shares 20,908 Value ($000) $1,069 Avg Close — Range —
Q3 2024
Shares 31,680 Value ($000) $1,675 Avg Close — Range —
Q2 2024
Shares 19,490 Value ($000) $950 Avg Close — Range —
Q1 2024
Shares 18,540 Value ($000) $929 Avg Close — Range —
Q4 2023
Shares 16,596 Value ($000) $774 Avg Close — Range —
Q3 2023
Shares 9,020 Value ($000) $372 Avg Close — Range —
Q4 2017
Shares 356 Value ($000) $11 Avg Close — Range —