SPDR SER TR

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

CIBC Private Wealth Group, LLC's Holding History (CIK: 0001298088)

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

Q4 2025
Shares 258,402 Value ($000) $14,680 Avg Close — Range —
Q3 2025
Shares 197,409 Value ($000) $10,923 Avg Close — Range —
Q2 2025
Shares 183,619 Value ($000) $9,611 Avg Close — Range —
Q1 2025
Shares 175,512 Value ($000) $7,917 Avg Close — Range —
Q4 2024
Shares 169,266 Value ($000) $8,671 Avg Close — Range —
Q3 2024
Shares 170,272 Value ($000) $9,001 Avg Close — Range —
Q2 2024
Shares 181,336 Value ($000) $8,827 Avg Close — Range —
Q1 2024
Shares 166,921 Value ($000) $8,311 Avg Close — Range —
Q4 2023
Shares 202,718 Value ($000) $9,453 Avg Close — Range —
Q2 2023
Shares 222,083 Value ($000) $9,594 Avg Close — Range —
Q1 2023
Shares 236,822 Value ($000) $6,165 Avg Close — Range —
Q4 2022
Shares 272,039 Value ($000) $10,580 Avg Close — Range —
Q3 2022
Shares 117,991 Value ($000) $4,070 Avg Close — Range —
Q2 2022
Shares 120,839 Value ($000) $4,449 Avg Close — Range —
Q1 2022
Shares 83,013 Value ($000) $3,466 Avg Close — Range —
Q4 2021
Shares 75,332 Value ($000) $3,164 Avg Close — Range —
Q3 2021
Shares 70,539 Value ($000) $2,750 Avg Close — Range —
Q2 2021
Shares 69,184 Value ($000) $2,735 Avg Close — Range —
Q1 2021
Shares 39,426 Value ($000) $1,495 Avg Close — Range —
Q4 2020
Shares 39,608 Value ($000) $1,362 Avg Close — Range —
Q4 2019
Shares 6,958 Value ($000) $243 Avg Close — Range —
Q2 2018
Shares 624 Value ($000) $18 Avg Close — Range —
Q1 2018
Shares 624 Value ($000) $18 Avg Close — Range —
Q4 2017
Shares 624 Value ($000) $19 Avg Close — Range —