SPDR SER TR

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

WEALTH MANAGEMENT RESOURCES, INC.'s Holding History (CIK: 0001063516)

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

Q4 2025
Shares 28,836 Value ($000) $1,638 Avg Close — Range —
Q3 2025
Shares 28,830 Value ($000) $1,595 Avg Close — Range —
Q2 2025
Shares 29,561 Value ($000) $1,547 Avg Close — Range —
Q1 2025
Shares 28,730 Value ($000) $1,467 Avg Close — Range —
Q4 2024
Shares 28,697 Value ($000) $1,468 Avg Close — Range —
Q3 2024
Shares 28,692 Value ($000) $1,517 Avg Close — Range —
Q2 2024
Shares 27,557 Value ($000) $1,343 Avg Close — Range —
Q1 2024
Shares 26,445 Value ($000) $1,325 Avg Close — Range —
Q4 2023
Shares 22,917 Value ($000) $1,069 Avg Close — Range —
Q3 2023
Shares 11,674 Value ($000) $482 Avg Close — Range —
Q2 2023
Shares 11,655 Value ($000) $503 Avg Close — Range —
Q1 2023
Shares 11,521 Value ($000) $469 Avg Close — Range —
Q4 2022
Shares 12,539 Value ($000) $488 Avg Close — Range —
Q3 2022
Shares 11,447 Value ($000) $394 Avg Close — Range —
Q2 2022
Shares 12,264 Value ($000) $452 Avg Close — Range —
Q1 2022
Shares 17,051 Value ($000) $712 Avg Close — Range —
Q4 2021
Shares 17,530 Value ($000) $736 Avg Close — Range —