SPDR SER TR

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

GRIMES & COMPANY, INC.'s Holding History (CIK: 0001321993)

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

Q4 2025
Shares 12,453 Value ($000) $707 Avg Close — Range —
Q3 2025
Shares 12,388 Value ($000) $685 Avg Close — Range —
Q2 2025
Shares 12,320 Value ($000) $645 Avg Close — Range —
Q1 2025
Shares 12,263 Value ($000) $626 Avg Close — Range —
Q4 2024
Shares 12,183 Value ($000) $623 Avg Close — Range —
Q3 2024
Shares 7,780 Value ($000) $411 Avg Close — Range —
Q2 2024
Shares 7,061 Value ($000) $344 Avg Close — Range —
Q1 2024
Shares 6,903 Value ($000) $346 Avg Close — Range —
Q4 2023
Shares 7,002 Value ($000) $326 Avg Close — Range —
Q3 2023
Shares 7,988 Value ($000) $330 Avg Close — Range —
Q2 2023
Shares 7,677 Value ($000) $332 Avg Close — Range —
Q1 2023
Shares 8,677 Value ($000) $353 Avg Close — Range —
Q4 2022
Shares 7,830 Value ($000) $305 Avg Close — Range —
Q3 2022
Shares 6,769 Value ($000) $234 Avg Close — Range —
Q2 2022
Shares 6,686 Value ($000) $246 Avg Close — Range —
Q1 2022
Shares 6,547 Value ($000) $273 Avg Close — Range —
Q4 2021
Shares 6,601 Value ($000) $277 Avg Close — Range —
Q3 2021
Shares 6,601 Value ($000) $257 Avg Close — Range —
Q2 2021
Shares 6,580 Value ($000) $260 Avg Close — Range —
Q1 2021
Shares 6,523 Value ($000) $247 Avg Close — Range —
Q4 2020
Shares 6,402 Value ($000) $220 Avg Close — Range —