SPDR SER TR

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

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

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

Q4 2025
Shares 540,007 Value ($000) $30,678 Avg Close — Range —
Q3 2025
Shares 562,989 Value ($000) $31,150 Avg Close — Range —
Q2 2025
Shares 580,273 Value ($000) $30,371 Avg Close — Range —
Q1 2025
Shares 509,504 Value ($000) $26,020 Avg Close — Range —
Q4 2024
Shares 452,649 Value ($000) $23,148 Avg Close — Range —
Q3 2024
Shares 465,510 Value ($000) $24,607 Avg Close — Range —
Q2 2024
Shares 583,706 Value ($000) $28,450 Avg Close — Range —
Q1 2024
Shares 609,378 Value ($000) $30,530 Avg Close — Range —
Q4 2023
Shares 689,818 Value ($000) $32,166 Avg Close — Range —
Q3 2023
Shares 621,702 Value ($000) $25,651 Avg Close — Range —
Q2 2023
Shares 633,816 Value ($000) $27,381 Avg Close — Range —
Q1 2023
Shares 625,799 Value ($000) $25,483 Avg Close — Range —
Q4 2022
Shares 583,509 Value ($000) $22,693 Avg Close — Range —
Q3 2022
Shares 755,420 Value ($000) $26,054 Avg Close — Range —
Q2 2022
Shares 978,033 Value ($000) $36,011 Avg Close — Range —
Q1 2022
Shares 139,136 Value ($000) $5,809 Avg Close — Range —
Q4 2021
Shares 40,447 Value ($000) $1,699 Avg Close — Range —
Q3 2021
Shares 34,033 Value ($000) $1,327 Avg Close — Range —
Q2 2021
Shares 34,033 Value ($000) $1,346 Avg Close — Range —
Q1 2021
Shares 68,848 Value ($000) $2,609 Avg Close — Range —
Q4 2020
Shares 69,582 Value ($000) $2,393 Avg Close — Range —
Q3 2020
Shares 95,189 Value ($000) $2,875 Avg Close — Range —
Q2 2020
Shares 2,081,472 Value ($000) $60,321 Avg Close — Range —
Q1 2020
Shares 10,661 Value ($000) $275 Avg Close — Range —
Q4 2019
Shares 9,690 Value ($000) $338 Avg Close — Range —
Q3 2019
Shares 9,690 Value ($000) $310 Avg Close — Range —
Q3 2018
Shares 168 Value ($000) $5 Avg Close — Range —