SPDR SER TR

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

EVERMAY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001066816)

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

Q4 2025
Shares 3,179 Value ($000) $181 Avg Close Range
Q3 2025
Shares 3,179 Value ($000) $176 Avg Close Range
Q2 2025
Shares 3,179 Value ($000) $166 Avg Close Range
Q1 2025
Shares 3,228 Value ($000) $165 Avg Close Range
Q4 2024
Shares 3,228 Value ($000) $165 Avg Close Range
Q3 2024
Shares 3,228 Value ($000) $171 Avg Close Range
Q2 2024
Shares 3,459 Value ($000) $169 Avg Close Range
Q1 2024
Shares 3,459 Value ($000) $173 Avg Close Range
Q4 2023
Shares 3,179 Value ($000) $148 Avg Close Range
Q3 2023
Shares 3,179 Value ($000) $131 Avg Close Range
Q2 2023
Shares 3,179 Value ($000) $137 Avg Close Range
Q1 2023
Shares 3,179 Value ($000) $129 Avg Close Range
Q4 2022
Shares 3,179 Value ($000) $124 Avg Close Range
Q3 2022
Shares 3,179 Value ($000) $110 Avg Close Range
Q2 2022
Shares 3,179 Value ($000) $117 Avg Close Range
Q1 2022
Shares 3,179 Value ($000) $133 Avg Close Range