SPDR SER TR

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

AMERICAN FINANCIAL & TAX STRATEGIES INC's Holding History (CIK: 0000911927)

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

Q4 2025
Shares 139,462 Value ($000) $7,923 Avg Close — Range —
Q3 2025
Shares 148,075 Value ($000) $8,193 Avg Close — Range —
Q2 2025
Shares 150,528 Value ($000) $7,879 Avg Close — Range —
Q1 2025
Shares 148,275 Value ($000) $7,572 Avg Close — Range —
Q4 2024
Shares 158,620 Value ($000) $8,112 Avg Close — Range —
Q3 2024
Shares 131,134 Value ($000) $6,932 Avg Close — Range —
Q2 2024
Shares 130,472 Value ($000) $6,359 Avg Close — Range —
Q1 2024
Shares 125,743 Value ($000) $6,300 Avg Close — Range —
Q4 2023
Shares 125,384 Value ($000) $5,847 Avg Close — Range —